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 | $41,209 | $176,662-76.7% | $130,648-68.5% | $152,861-73.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.80% | 2692.24%-2674.4pp | 1708.96%-1691.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,491 | $5,742-56.6% | $4,092-39.1% | $4,762-47.7% |
| Participant deferral / active EE | $4,348 | $4,361-0.3% | $3,603+20.7% | $5,850-25.7% |
| Admin fee / account holder | $377 | $7,133-94.7% | $5,464-93.1% | $11,596-96.7% |