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 | $51,136 | $102,604-50.2% | $86,188-40.7% | $139,434-63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.74% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $913 | $3,032-69.9% | $2,380-61.6% | $4,751-80.8% |
| Participant deferral / active EE | $4,143 | $4,676-11.4% | $3,985+4.0% | $6,710-38.3% |
| Admin fee / account holder | $660 | $8,657-92.4% | $6,852-90.4% | $11,403-94.2% |