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 | $51,502 | $100,852-48.9% | $90,404-43.0% | $158,922-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.12% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,374 | $3,689-62.8% | $3,262-57.9% | $4,761-71.1% |
| Participant deferral / active EE | $1,571 | $4,348-63.9% | $3,963-60.4% | $5,982-73.7% |
| Admin fee / account holder | $1,724 | $6,501-73.5% | $5,611-69.3% | $11,246-84.7% |