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 | $36,664 | $102,604-64.3% | $86,188-57.5% | $139,434-73.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.63% | 1922.51%-1891.9pp | 1168.45%-1137.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,672 | $3,032-44.9% | $2,380-29.8% | $4,751-64.8% |
| Participant deferral / active EE | $1,672 | $4,676-64.2% | $3,985-58.1% | $6,710-75.1% |
| Admin fee / account holder | $1,267 | $8,657-85.4% | $6,852-81.5% | $11,403-88.9% |