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 | $40,581 | $109,817-63.0% | $98,442-58.8% | $167,490-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.85% | 1956.69%-1944.8pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,398 | $3,224-56.7% | $2,960-52.8% | $4,837-71.1% |
| Participant deferral / active EE | $6,777 | $4,673+45.0% | $4,276+58.5% | $6,341+6.9% |
| Admin fee / account holder | $959 | $6,753-85.8% | $5,949-83.9% | $12,309-92.2% |