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 | $25,185 | $99,020-74.6% | $86,590-70.9% | $147,584-82.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 48.14% | 1312.34%-1264.2pp | 964.84%-916.7pp | 578.55%-530.4pp |
| Employer contribution / active EE | $1,639 | $3,132-47.7% | $2,839-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $2,652 | $3,972-33.2% | $3,609-26.5% | $5,439-51.2% |
| Admin fee / account holder | $1,394 | $5,710-75.6% | $4,906-71.6% | $10,885-87.2% |