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 | $41,085 | $100,852-59.3% | $90,404-54.6% | $158,922-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.90% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,821 | $3,689-50.6% | $3,262-44.2% | $4,761-61.8% |
| Participant deferral / active EE | $6,763 | $4,348+55.5% | $3,963+70.6% | $5,982+13.0% |
| Admin fee / account holder | $12,829 | $6,501+97.3% | $5,611+128.6% | $11,246+14.1% |