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 | $13,016 | $99,020-86.9% | $86,590-85.0% | $147,584-91.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.42% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,619 | $3,132-48.3% | $2,839-43.0% | $4,876-66.8% |
| Participant deferral / active EE | $2,391 | $3,972-39.8% | $3,609-33.7% | $5,439-56.0% |
| Admin fee / account holder | $3,070 | $5,710-46.2% | $4,906-37.4% | $10,885-71.8% |