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 | $25,630 | $100,852-74.6% | $90,404-71.6% | $158,922-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.47% | 1724.20%-1706.7pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,385 | $3,689-62.5% | $3,262-57.5% | $4,761-70.9% |
| Participant deferral / active EE | $2,064 | $4,348-52.5% | $3,963-47.9% | $5,982-65.5% |
| Admin fee / account holder | $7,962 | $6,501+22.5% | $5,611+41.9% | $11,246-29.2% |