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 6-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 | $17,394 | $96,305-81.9% | $80,569-78.4% | $139,434-87.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.18% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,141 | $3,262-34.4% | $2,723-21.4% | $4,751-54.9% |
| Participant deferral / active EE | $2,668 | $5,232-49.0% | $4,447-40.0% | $6,710-60.2% |
| Admin fee / account holder | $2,081 | $6,599-68.5% | $5,377-61.3% | $11,403-81.7% |