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 | $24,894 | $109,817-77.3% | $98,442-74.7% | $167,490-85.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.26% | 1956.69%-1945.4pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,442 | $3,224-24.3% | $2,960-17.5% | $4,837-49.5% |
| Participant deferral / active EE | $1,825 | $4,673-61.0% | $4,276-57.3% | $6,341-71.2% |
| Admin fee / account holder | $18,808 | $6,753+178.5% | $5,949+216.1% | $12,309+52.8% |