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 | $18,903 | $72,400-73.9% | $67,502-72.0% | $145,922-87.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.62% | 7182.46%-7171.8pp | 3512.12%-3501.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,474 | $3,069-19.4% | $2,731-9.4% | $4,660-46.9% |
| Participant deferral / active EE | $1,223 | $4,783-74.4% | $4,000-69.4% | $6,688-81.7% |
| Admin fee / account holder | $678 | $5,539-87.8% | $3,998-83.0% | $13,397-94.9% |