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 | $20,449 | $72,400-71.8% | $67,502-69.7% | $145,922-86.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.01% | 7182.46%-7166.5pp | 3512.12%-3496.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,782 | $3,069-41.9% | $2,731-34.7% | $4,660-61.7% |
| Participant deferral / active EE | $4,751 | $4,783-0.7% | $4,000+18.8% | $6,688-29.0% |
| Admin fee / account holder | $1,751 | $5,539-68.4% | $3,998-56.2% | $13,397-86.9% |