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 | $22,397 | $109,817-79.6% | $98,442-77.2% | $167,490-86.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.39% | 1956.69%-1947.3pp | 1492.73%-1483.3pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,150 | $3,224-64.3% | $2,960-61.1% | $4,837-76.2% |
| Participant deferral / active EE | $1,786 | $4,673-61.8% | $4,276-58.2% | $6,341-71.8% |
| Admin fee / account holder | $2,164 | $6,753-68.0% | $5,949-63.6% | $12,309-82.4% |