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 | $20,305 | $99,020-79.5% | $86,590-76.6% | $147,584-86.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.24% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,936 | $3,132-38.2% | $2,839-31.8% | $4,876-60.3% |
| Participant deferral / active EE | $5,610 | $3,972+41.2% | $3,609+55.5% | $5,439+3.1% |
| Admin fee / account holder | $865 | $5,710-84.9% | $4,906-82.4% | $10,885-92.1% |