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 | $18,472 | $99,020-81.3% | $86,590-78.7% | $147,584-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.65% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,525 | $3,132-19.4% | $2,839-11.1% | $4,876-48.2% |
| Participant deferral / active EE | $3,281 | $3,972-17.4% | $3,609-9.1% | $5,439-39.7% |
| Admin fee / account holder | $4,049 | $5,710-29.1% | $4,906-17.5% | $10,885-62.8% |