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 | $36,359 | $109,817-66.9% | $98,442-63.1% | $167,490-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.90% | 1956.69%-1946.8pp | 1492.73%-1482.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $8,034 | $3,224+149.2% | $2,960+171.4% | $4,837+66.1% |
| Participant deferral / active EE | $5,055 | $4,673+8.2% | $4,276+18.2% | $6,341-20.3% |
| Admin fee / account holder | $1,062 | $6,753-84.3% | $5,949-82.2% | $12,309-91.4% |