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 | $22,807 | $99,020-77.0% | $86,590-73.7% | $147,584-84.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,643 | $3,132-47.5% | $2,839-42.1% | $4,876-66.3% |
| Participant deferral / active EE | $1,652 | $3,972-58.4% | $3,609-54.2% | $5,439-69.6% |
| Admin fee / account holder | $2,314 | $5,710-59.5% | $4,906-52.8% | $10,885-78.7% |