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 | $32,657 | $99,020-67.0% | $86,590-62.3% | $147,584-77.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.70% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,800 | $3,132-10.6% | $2,839-1.4% | $4,876-42.6% |
| Participant deferral / active EE | $4,063 | $3,972+2.3% | $3,609+12.6% | $5,439-25.3% |
| Admin fee / account holder | $15,058 | $5,710+163.7% | $4,906+206.9% | $10,885+38.3% |