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 | $36,027 | $109,817-67.2% | $98,442-63.4% | $167,490-78.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.00% | 1956.69%-1934.7pp | 1492.73%-1470.7pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,577 | $3,224-51.1% | $2,960-46.7% | $4,837-67.4% |
| Participant deferral / active EE | $2,873 | $4,673-38.5% | $4,276-32.8% | $6,341-54.7% |
| Admin fee / account holder | $1,069 | $6,753-84.2% | $5,949-82.0% | $12,309-91.3% |