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 | $44,348 | $109,817-59.6% | $98,442-54.9% | $167,490-73.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.63% | 1956.69%-1927.1pp | 1492.73%-1463.1pp | 478.56%-448.9pp |
| Employer contribution / active EE | $2,060 | $3,224-36.1% | $2,960-30.4% | $4,837-57.4% |
| Participant deferral / active EE | $8,856 | $4,673+89.5% | $4,276+107.1% | $6,341+39.7% |
| Admin fee / account holder | $1,700 | $6,753-74.8% | $5,949-71.4% | $12,309-86.2% |