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 | $75,153 | $99,020-24.1% | $86,590-13.2% | $147,584-49.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.23% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,811 | $3,132-42.2% | $2,839-36.2% | $4,876-62.9% |
| Participant deferral / active EE | $13,204 | $3,972+232.4% | $3,609+265.9% | $5,439+142.8% |
| Admin fee / account holder | $1,635 | $5,710-71.4% | $4,906-66.7% | $10,885-85.0% |