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 8-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 | $11,924 | $100,852-88.2% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.08% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,455 | $3,689-60.6% | $3,262-55.4% | $4,761-69.5% |
| Participant deferral / active EE | $1,588 | $4,348-63.5% | $3,963-59.9% | $5,982-73.5% |
| Admin fee / account holder | $4,256 | $6,501-34.5% | $5,611-24.1% | $11,246-62.2% |