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 | $84,351 | $100,852-16.4% | $90,404-6.7% | $158,922-46.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.12% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,260 | $3,689-65.8% | $3,262-61.4% | $4,761-73.5% |
| Participant deferral / active EE | $5,316 | $4,348+22.3% | $3,963+34.1% | $5,982-11.1% |
| Admin fee / account holder | $4,002 | $6,501-38.4% | $5,611-28.7% | $11,246-64.4% |