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 | $24,748 | $100,852-75.5% | $90,404-72.6% | $158,922-84.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.83% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,819 | $3,689-50.7% | $3,262-44.2% | $4,761-61.8% |
| Participant deferral / active EE | $4,758 | $4,348+9.4% | $3,963+20.0% | $5,982-20.5% |
| Admin fee / account holder | $2,024 | $6,501-68.9% | $5,611-63.9% | $11,246-82.0% |