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 | $48,603 | $99,020-50.9% | $86,590-43.9% | $147,584-67.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.98% | 1312.34%-1287.4pp | 964.84%-939.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,566 | $3,132+13.9% | $2,839+25.6% | $4,876-26.9% |
| Participant deferral / active EE | $5,099 | $3,972+28.4% | $3,609+41.3% | $5,439-6.3% |
| Admin fee / account holder | $2,089 | $5,710-63.4% | $4,906-57.4% | $10,885-80.8% |