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 | $63,204 | $99,020-36.2% | $86,590-27.0% | $147,584-57.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.06% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,750 | $3,132-44.1% | $2,839-38.4% | $4,876-64.1% |
| Participant deferral / active EE | $3,037 | $3,972-23.5% | $3,609-15.8% | $5,439-44.2% |
| Admin fee / account holder | $4,266 | $5,710-25.3% | $4,906-13.0% | $10,885-60.8% |