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 | $27,513 | $99,020-72.2% | $86,590-68.2% | $147,584-81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.42% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,138 | $3,132-31.7% | $2,839-24.7% | $4,876-56.2% |
| Participant deferral / active EE | $5,697 | $3,972+43.4% | $3,609+57.9% | $5,439+4.7% |
| Admin fee / account holder | $31,795 | $5,710+456.8% | $4,906+548.1% | $10,885+192.1% |