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 | $30,815 | $84,695-63.6% | $73,843-58.3% | $125,391-75.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.71% | 3123.53%-3121.8pp | 2267.84%-2266.1pp | 282.22%-280.5pp |
| Employer contribution / active EE | $2,118 | $3,123-32.2% | $2,787-24.0% | $4,866-56.5% |
| Participant deferral / active EE | $1,398 | $3,992-65.0% | $3,583-61.0% | $5,352-73.9% |
| Admin fee / account holder | $1,041 | $5,691-81.7% | $4,880-78.7% | $9,540-89.1% |