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 | $64,319 | $99,020-35.0% | $86,590-25.7% | $147,584-56.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.20% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,747 | $3,132-44.2% | $2,839-38.5% | $4,876-64.2% |
| Participant deferral / active EE | $3,356 | $3,972-15.5% | $3,609-7.0% | $5,439-38.3% |
| Admin fee / account holder | $1,049 | $5,710-81.6% | $4,906-78.6% | $10,885-90.4% |