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 | $33,136 | $99,020-66.5% | $86,590-61.7% | $147,584-77.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,428 | $3,132-54.4% | $2,839-49.7% | $4,876-70.7% |
| Participant deferral / active EE | $2,029 | $3,972-48.9% | $3,609-43.8% | $5,439-62.7% |
| Admin fee / account holder | $306 | $5,710-94.6% | $4,906-93.8% | $10,885-97.2% |