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 | $22,146 | $100,852-78.0% | $90,404-75.5% | $158,922-86.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.21% | 1724.20%-1713.0pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,000 | $3,689-45.8% | $3,262-38.7% | $4,761-58.0% |
| Participant deferral / active EE | $924 | $4,348-78.7% | $3,963-76.7% | $5,982-84.6% |
| Admin fee / account holder | $602 | $6,501-90.7% | $5,611-89.3% | $11,246-94.6% |