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 | $69,909 | $99,020-29.4% | $86,590-19.3% | $147,584-52.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.15% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,518 | $3,132+12.3% | $2,839+23.9% | $4,876-27.8% |
| Participant deferral / active EE | $2,635 | $3,972-33.7% | $3,609-27.0% | $5,439-51.6% |
| Admin fee / account holder | $340 | $5,710-94.0% | $4,906-93.1% | $10,885-96.9% |