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 | $27,103 | $81,625-66.8% | $58,482-53.7% | $139,434-80.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.28% | 7404.20%-7386.9pp | 4239.32%-4222.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,874 | $1,398+34.0% | $1,053+77.9% | $4,751-60.6% |
| Participant deferral / active EE | $2,402 | $2,557-6.1% | $1,924+24.8% | $6,710-64.2% |
| Admin fee / account holder | $434 | $3,265-86.7% | $2,516-82.7% | $11,403-96.2% |