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 | $14,339 | $99,020-85.5% | $86,590-83.4% | $147,584-90.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.62% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,093 | $3,132-33.2% | $2,839-26.3% | $4,876-57.1% |
| Participant deferral / active EE | $2,093 | $3,972-47.3% | $3,609-42.0% | $5,439-61.5% |
| Admin fee / account holder | $9,516 | $5,710+66.6% | $4,906+94.0% | $10,885-12.6% |