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 | $23,723 | $99,020-76.0% | $86,590-72.6% | $147,584-83.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.10% | 1312.34%-1293.2pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,864 | $3,132-40.5% | $2,839-34.3% | $4,876-61.8% |
| Participant deferral / active EE | $5,494 | $3,972+38.3% | $3,609+52.2% | $5,439+1.0% |
| Admin fee / account holder | $6,570 | $5,710+15.1% | $4,906+33.9% | $10,885-39.6% |