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 | $31,650 | $109,817-71.2% | $98,442-67.8% | $167,490-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.62% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,788 | $3,224-44.5% | $2,960-39.6% | $4,837-63.0% |
| Participant deferral / active EE | $2,856 | $4,673-38.9% | $4,276-33.2% | $6,341-55.0% |
| Admin fee / account holder | $1,035 | $6,753-84.7% | $5,949-82.6% | $12,309-91.6% |