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 | $40,638 | $176,662-77.0% | $130,648-68.9% | $152,861-73.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 16.16% | 2692.24%-2676.1pp | 1708.96%-1692.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,565 | $5,742-55.3% | $4,092-37.3% | $4,762-46.1% |
| Participant deferral / active EE | $2,046 | $4,361-53.1% | $3,603-43.2% | $5,850-65.0% |
| Admin fee / account holder | $36,751 | $7,133+415.2% | $5,464+572.5% | $11,596+216.9% |