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 | $16,260 | $99,020-83.6% | $86,590-81.2% | $147,584-89.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.52% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,859 | $3,132+23.2% | $2,839+35.9% | $4,876-20.9% |
| Participant deferral / active EE | $3,761 | $3,972-5.3% | $3,609+4.2% | $5,439-30.9% |
| Admin fee / account holder | $7,104 | $5,710+24.4% | $4,906+44.8% | $10,885-34.7% |