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 | $31,830 | $109,817-71.0% | $98,442-67.7% | $167,490-81.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 35.63% | 1956.69%-1921.1pp | 1492.73%-1457.1pp | 478.56%-442.9pp |
| Employer contribution / active EE | $6,560 | $3,224+103.5% | $2,960+121.6% | $4,837+35.6% |
| Participant deferral / active EE | $4,118 | $4,673-11.9% | $4,276-3.7% | $6,341-35.1% |
| Admin fee / account holder | $566 | $6,753-91.6% | $5,949-90.5% | $12,309-95.4% |