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 | $34,995 | $100,852-65.3% | $90,404-61.3% | $158,922-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.39% | 1724.20%-1714.8pp | 1293.02%-1283.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,889 | $3,689-48.8% | $3,262-42.1% | $4,761-60.3% |
| Participant deferral / active EE | $7,661 | $4,348+76.2% | $3,963+93.3% | $5,982+28.1% |
| Admin fee / account holder | $3,772 | $6,501-42.0% | $5,611-32.8% | $11,246-66.5% |