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 | $32,441 | $99,020-67.2% | $86,590-62.5% | $147,584-78.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.51% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,146 | $3,132-63.4% | $2,839-59.6% | $4,876-76.5% |
| Participant deferral / active EE | $2,307 | $3,972-41.9% | $3,609-36.1% | $5,439-57.6% |
| Admin fee / account holder | $4,031 | $5,710-29.4% | $4,906-17.8% | $10,885-63.0% |