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 | $31,148 | $99,020-68.5% | $86,590-64.0% | $147,584-78.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.67% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,217 | $3,132-29.2% | $2,839-21.9% | $4,876-54.5% |
| Participant deferral / active EE | $5,406 | $3,972+36.1% | $3,609+49.8% | $5,439-0.6% |
| Admin fee / account holder | $2,062 | $5,710-63.9% | $4,906-58.0% | $10,885-81.1% |