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 | $52,506 | $100,852-47.9% | $90,404-41.9% | $158,922-67.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.45% | 1724.20%-1704.8pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,219 | $3,689-12.7% | $3,262-1.3% | $4,761-32.4% |
| Participant deferral / active EE | $8,944 | $4,348+105.7% | $3,963+125.7% | $5,982+49.5% |
| Admin fee / account holder | $19,062 | $6,501+193.2% | $5,611+239.7% | $11,246+69.5% |