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 3-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 | $24,574 | $99,020-75.2% | $86,590-71.6% | $147,584-83.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.33% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,082 | $3,132-65.5% | $2,839-61.9% | $4,876-77.8% |
| Participant deferral / active EE | $7,166 | $3,972+80.4% | $3,609+98.6% | $5,439+31.8% |
| Admin fee / account holder | $2,470 | $5,710-56.7% | $4,906-49.7% | $10,885-77.3% |