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 | $55,416 | $99,020-44.0% | $86,590-36.0% | $147,584-62.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.41% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,423 | $3,132+9.3% | $2,839+20.6% | $4,876-29.8% |
| Participant deferral / active EE | $3,902 | $3,972-1.8% | $3,609+8.1% | $5,439-28.3% |
| Admin fee / account holder | $1,206 | $5,710-78.9% | $4,906-75.4% | $10,885-88.9% |