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 | $23,453 | $100,852-76.7% | $90,404-74.1% | $158,922-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 1724.20%-1711.8pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,711 | $3,689-26.5% | $3,262-16.9% | $4,761-43.1% |
| Participant deferral / active EE | $1,405 | $4,348-67.7% | $3,963-64.5% | $5,982-76.5% |
| Admin fee / account holder | $1,309 | $6,501-79.9% | $5,611-76.7% | $11,246-88.4% |