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 | $30,464 | $100,852-69.8% | $90,404-66.3% | $158,922-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.18% | 1724.20%-1693.0pp | 1293.02%-1261.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $4,762 | $3,689+29.1% | $3,262+46.0% | $4,7610% |
| Participant deferral / active EE | $3,459 | $4,348-20.4% | $3,963-12.7% | $5,982-42.2% |
| Admin fee / account holder | $13,965 | $6,501+114.8% | $5,611+148.9% | $11,246+24.2% |