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 | $32,966 | $100,852-67.3% | $90,404-63.5% | $158,922-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.74% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,130 | $3,689-69.4% | $3,262-65.4% | $4,761-76.3% |
| Participant deferral / active EE | $5,850 | $4,348+34.5% | $3,963+47.6% | $5,982-2.2% |
| Admin fee / account holder | $326 | $6,501-95.0% | $5,611-94.2% | $11,246-97.1% |