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 | $42,393 | $99,020-57.2% | $86,590-51.0% | $147,584-71.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.17% | 1312.34%-1288.2pp | 964.84%-940.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $3,272 | $3,132+4.5% | $2,839+15.2% | $4,876-32.9% |
| Participant deferral / active EE | $8,016 | $3,972+101.8% | $3,609+122.1% | $5,439+47.4% |
| Admin fee / account holder | $646 | $5,710-88.7% | $4,906-86.8% | $10,885-94.1% |