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 | $20,566 | $99,020-79.2% | $86,590-76.2% | $147,584-86.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.05% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,861 | $3,132-8.6% | $2,839+0.8% | $4,876-41.3% |
| Participant deferral / active EE | $2,335 | $3,972-41.2% | $3,609-35.3% | $5,439-57.1% |
| Admin fee / account holder | $7,692 | $5,710+34.7% | $4,906+56.8% | $10,885-29.3% |