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 | $59,453 | $109,817-45.9% | $98,442-39.6% | $167,490-64.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.49% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,083 | $3,224-35.4% | $2,960-29.6% | $4,837-56.9% |
| Participant deferral / active EE | $1,588 | $4,673-66.0% | $4,276-62.9% | $6,341-75.0% |
| Admin fee / account holder | $1,806 | $6,753-73.2% | $5,949-69.6% | $12,309-85.3% |