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 | $20,295 | $100,852-79.9% | $90,404-77.6% | $158,922-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.13% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,900 | $3,689-21.4% | $3,262-11.1% | $4,761-39.1% |
| Participant deferral / active EE | $6,664 | $4,348+53.3% | $3,963+68.1% | $5,982+11.4% |
| Admin fee / account holder | $1,315 | $6,501-79.8% | $5,611-76.6% | $11,246-88.3% |