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 | $50,243 | $100,852-50.2% | $90,404-44.4% | $158,922-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.69% | 1724.20%-1716.5pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,895 | $3,689-48.6% | $3,262-41.9% | $4,761-60.2% |
| Participant deferral / active EE | $6,563 | $4,348+50.9% | $3,963+65.6% | $5,982+9.7% |
| Admin fee / account holder | $2,092 | $6,501-67.8% | $5,611-62.7% | $11,246-81.4% |