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 | $52,855 | $99,020-46.6% | $86,590-39.0% | $147,584-64.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.92% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,384 | $3,132-55.8% | $2,839-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $3,978 | $3,972+0.1% | $3,609+10.2% | $5,439-26.9% |
| Admin fee / account holder | $820 | $5,710-85.6% | $4,906-83.3% | $10,885-92.5% |