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 | $33,956 | $99,020-65.7% | $86,590-60.8% | $147,584-77.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.40% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $11,651 | $3,132+272.0% | $2,839+310.3% | $4,876+138.9% |
| Participant deferral / active EE | $3,686 | $3,972-7.2% | $3,609+2.2% | $5,439-32.2% |
| Admin fee / account holder | $2,600 | $5,710-54.5% | $4,906-47.0% | $10,885-76.1% |