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 | $43,310 | $97,757-55.7% | $83,848-48.3% | $135,375-68.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.59% | 1287.37%-1280.8pp | 850.88%-844.3pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,193 | $4,222-48.1% | $3,631-39.6% | $4,779-54.1% |
| Participant deferral / active EE | $1,276 | $4,682-72.7% | $4,082-68.7% | $5,609-77.2% |
| Admin fee / account holder | $761 | $6,674-88.6% | $5,478-86.1% | $10,827-93.0% |