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 | $29,133 | $109,817-73.5% | $98,442-70.4% | $167,490-82.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.37% | 1956.69%-1947.3pp | 1492.73%-1483.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $639 | $3,224-80.2% | $2,960-78.4% | $4,837-86.8% |
| Participant deferral / active EE | $1,920 | $4,673-58.9% | $4,276-55.1% | $6,341-69.7% |
| Admin fee / account holder | $1,789 | $6,753-73.5% | $5,949-69.9% | $12,309-85.5% |