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 | $60,670 | $99,020-38.7% | $86,590-29.9% | $147,584-58.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,250 | $3,132-28.2% | $2,839-20.8% | $4,876-53.9% |
| Participant deferral / active EE | $5,206 | $3,972+31.1% | $3,609+44.3% | $5,439-4.3% |
| Admin fee / account holder | $886 | $5,710-84.5% | $4,906-81.9% | $10,885-91.9% |