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 | $31,697 | $72,400-56.2% | $67,502-53.0% | $145,922-78.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.88% | 7182.46%-7161.6pp | 3512.12%-3491.2pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,793 | $3,069-41.6% | $2,731-34.3% | $4,660-61.5% |
| Participant deferral / active EE | $12,295 | $4,783+157.1% | $4,000+207.4% | $6,688+83.8% |
| Admin fee / account holder | $3,678 | $5,539-33.6% | $3,998-8.0% | $13,397-72.5% |