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 | $32,461 | $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 | 9.28% | 1312.34%-1303.1pp | 964.84%-955.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,860 | $3,132+23.2% | $2,839+35.9% | $4,876-20.8% |
| Participant deferral / active EE | $2,594 | $3,972-34.7% | $3,609-28.1% | $5,439-52.3% |
| Admin fee / account holder | $1,020 | $5,710-82.1% | $4,906-79.2% | $10,885-90.6% |