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 | $33,497 | $99,020-66.2% | $86,590-61.3% | $147,584-77.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.26% | 1312.34%-1303.1pp | 964.84%-955.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $8,248 | $3,132+163.4% | $2,839+190.5% | $4,876+69.2% |
| Participant deferral / active EE | $2,329 | $3,972-41.4% | $3,609-35.5% | $5,439-57.2% |
| Admin fee / account holder | $3,787 | $5,710-33.7% | $4,906-22.8% | $10,885-65.2% |