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 | $24,722 | $109,817-77.5% | $98,442-74.9% | $167,490-85.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.56% | 1956.69%-1939.1pp | 1492.73%-1475.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,504 | $3,224-53.3% | $2,960-49.2% | $4,837-68.9% |
| Participant deferral / active EE | $3,994 | $4,673-14.5% | $4,276-6.6% | $6,341-37.0% |
| Admin fee / account holder | $795 | $6,753-88.2% | $5,949-86.6% | $12,309-93.5% |