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 | $60,468 | $104,486-42.1% | $76,817-21.3% | $152,861-60.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 16.03% | 1013.37%-997.3pp | 1166.11%-1150.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,577 | $3,116-49.4% | $2,302-31.5% | $4,762-66.9% |
| Participant deferral / active EE | $2,109 | $4,236-50.2% | $3,336-36.8% | $5,850-64.0% |
| Admin fee / account holder | $514 | $12,275-95.8% | $6,420-92.0% | $11,596-95.6% |