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 | $46,110 | $99,020-53.4% | $86,590-46.7% | $147,584-68.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.10% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,760 | $3,132-11.9% | $2,839-2.8% | $4,876-43.4% |
| Participant deferral / active EE | $4,875 | $3,972+22.7% | $3,609+35.1% | $5,439-10.4% |
| Admin fee / account holder | $2,876 | $5,710-49.6% | $4,906-41.4% | $10,885-73.6% |