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 | $14,221 | $99,020-85.6% | $86,590-83.6% | $147,584-90.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.83% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,137 | $3,132+0.1% | $2,839+10.5% | $4,876-35.7% |
| Participant deferral / active EE | $2,808 | $3,972-29.3% | $3,609-22.2% | $5,439-48.4% |
| Admin fee / account holder | $1,435 | $5,710-74.9% | $4,906-70.7% | $10,885-86.8% |