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 | $57,813 | $109,817-47.4% | $98,442-41.3% | $167,490-65.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.13% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,480 | $3,224-23.1% | $2,960-16.2% | $4,837-48.7% |
| Participant deferral / active EE | $8,953 | $4,673+91.6% | $4,276+109.4% | $6,341+41.2% |
| Admin fee / account holder | $2,822 | $6,753-58.2% | $5,949-52.6% | $12,309-77.1% |