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 | $46,960 | $185,200-74.6% | $142,863-67.1% | $167,490-72.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 18.16% | 8555.70%-8537.5pp | 5637.54%-5619.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,612 | $5,604-71.2% | $4,144-61.1% | $4,837-66.7% |
| Participant deferral / active EE | $2,513 | $4,494-44.1% | $3,837-34.5% | $6,341-60.4% |
| Admin fee / account holder | $2,835 | $8,031-64.7% | $6,560-56.8% | $12,309-77.0% |