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 | $26,717 | $100,852-73.5% | $90,404-70.4% | $158,922-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.56% | 1724.20%-1714.6pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $7,193 | $3,689+95.0% | $3,262+120.5% | $4,761+51.1% |
| Participant deferral / active EE | $5,803 | $4,348+33.5% | $3,963+46.4% | $5,982-3.0% |
| Admin fee / account holder | $10,239 | $6,501+57.5% | $5,611+82.5% | $11,246-8.9% |