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 | $23,984 | $99,020-75.8% | $86,590-72.3% | $147,584-83.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.94% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,419 | $3,132-54.7% | $2,839-50.0% | $4,876-70.9% |
| Participant deferral / active EE | $2,483 | $3,972-37.5% | $3,609-31.2% | $5,439-54.3% |
| Admin fee / account holder | $613 | $5,710-89.3% | $4,906-87.5% | $10,885-94.4% |