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 | $17,697 | $109,817-83.9% | $98,442-82.0% | $167,490-89.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.00% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $484 | $3,224-85.0% | $2,960-83.7% | $4,837-90.0% |
| Participant deferral / active EE | $2,332 | $4,673-50.1% | $4,276-45.5% | $6,341-63.2% |
| Admin fee / account holder | $1,742 | $6,753-74.2% | $5,949-70.7% | $12,309-85.9% |