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 | $78,730 | $99,020-20.5% | $86,590-9.1% | $147,584-46.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.14% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,050 | $3,132-66.5% | $2,839-63.0% | $4,876-78.5% |
| Participant deferral / active EE | $1,125 | $3,972-71.7% | $3,609-68.8% | $5,439-79.3% |
| Admin fee / account holder | $339 | $5,710-94.1% | $4,906-93.1% | $10,885-96.9% |