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 | $51,877 | $185,200-72.0% | $142,863-63.7% | $167,490-69.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.41% | 8555.70%-8539.3pp | 5637.54%-5621.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,372 | $5,604-75.5% | $4,144-66.9% | $4,837-71.6% |
| Participant deferral / active EE | $4,043 | $4,494-10.0% | $3,837+5.4% | $6,341-36.2% |
| Admin fee / account holder | $357 | $8,031-95.6% | $6,560-94.6% | $12,309-97.1% |