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 | $21,957 | $99,020-77.8% | $86,590-74.6% | $147,584-85.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.37% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,181 | $3,132-62.3% | $2,839-58.4% | $4,876-75.8% |
| Participant deferral / active EE | $1,630 | $3,972-59.0% | $3,609-54.8% | $5,439-70.0% |
| Admin fee / account holder | $427 | $5,710-92.5% | $4,906-91.3% | $10,885-96.1% |