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 | $20,632 | $99,020-79.2% | $86,590-76.2% | $147,584-86.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.28% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $569 | $3,132-81.8% | $2,839-79.9% | $4,876-88.3% |
| Participant deferral / active EE | $656 | $3,972-83.5% | $3,609-81.8% | $5,439-87.9% |
| Admin fee / account holder | $1,545 | $5,710-72.9% | $4,906-68.5% | $10,885-85.8% |