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 | $13,663 | $100,852-86.5% | $90,404-84.9% | $158,922-91.4% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 7.56% | 1724.20%-1716.6pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,233 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $1,206 | $4,348-72.3% | $3,963-69.6% | $5,982-79.8% |
| Admin fee / account holder | $7,921 | $6,501+21.8% | $5,611+41.2% | $11,246-29.6% |