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 | $63,824 | $100,852-36.7% | $90,404-29.4% | $158,922-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.92% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $9,150 | $3,689+148.1% | $3,262+180.5% | $4,761+92.2% |
| Participant deferral / active EE | $1,576 | $4,348-63.8% | $3,963-60.2% | $5,982-73.7% |
| Admin fee / account holder | $15,606 | $6,501+140.1% | $5,611+178.1% | $11,246+38.8% |