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 | $61,325 | $99,020-38.1% | $86,590-29.2% | $147,584-58.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.14% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $5,923 | $3,132+89.1% | $2,839+108.6% | $4,876+21.5% |
| Participant deferral / active EE | $2,558 | $3,972-35.6% | $3,609-29.1% | $5,439-53.0% |
| Admin fee / account holder | $3,562 | $5,710-37.6% | $4,906-27.4% | $10,885-67.3% |