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 | $48,824 | $102,604-52.4% | $86,188-43.4% | $139,434-65.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.64% | 1922.51%-1912.9pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,829 | $3,032-6.7% | $2,380+18.8% | $4,751-40.5% |
| Participant deferral / active EE | $8,182 | $4,676+75.0% | $3,985+105.3% | $6,710+21.9% |
| Admin fee / account holder | $46,328 | $8,657+435.2% | $6,852+576.2% | $11,403+306.3% |