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 | $24,719 | $96,305-74.3% | $80,569-69.3% | $139,434-82.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.14% | 1350.08%-1338.9pp | 935.43%-924.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,235 | $3,262-0.8% | $2,723+18.8% | $4,751-31.9% |
| Participant deferral / active EE | $3,476 | $5,232-33.6% | $4,447-21.8% | $6,710-48.2% |
| Admin fee / account holder | $6,145 | $6,599-6.9% | $5,377+14.3% | $11,403-46.1% |