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 | $17,164 | $99,020-82.7% | $86,590-80.2% | $147,584-88.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.84% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $3,209 | $3,132+2.5% | $2,839+13.0% | $4,876-34.2% |
| Participant deferral / active EE | $6,480 | $3,972+63.1% | $3,609+79.6% | $5,439+19.1% |
| Admin fee / account holder | $870 | $5,710-84.8% | $4,906-82.3% | $10,885-92.0% |