See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,646 | $100,852-78.5% | $90,404-76.1% | $158,922-86.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.60% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,458 | $3,689-33.4% | $3,262-24.6% | $4,761-48.4% |
| Participant deferral / active EE | $3,468 | $4,348-20.2% | $3,963-12.5% | $5,982-42.0% |
| Admin fee / account holder | $2,379 | $6,501-63.4% | $5,611-57.6% | $11,246-78.8% |