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 | $36,513 | $99,020-63.1% | $86,590-57.8% | $147,584-75.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.27% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,424 | $3,132+9.3% | $2,839+20.6% | $4,876-29.8% |
| Participant deferral / active EE | $5,246 | $3,972+32.1% | $3,609+45.4% | $5,439-3.5% |
| Admin fee / account holder | $2,108 | $5,710-63.1% | $4,906-57.0% | $10,885-80.6% |