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 | $24,714 | $100,852-75.5% | $90,404-72.7% | $158,922-84.4% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 14.51% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $619 | $3,689-83.2% | $3,262-81.0% | $4,761-87.0% |
| Participant deferral / active EE | $3,238 | $4,348-25.5% | $3,963-18.3% | $5,982-45.9% |
| Admin fee / account holder | $5,535 | $6,501-14.9% | $5,611-1.4% | $11,246-50.8% |