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 | $18,734 | $90,503-79.3% | $78,689-76.2% | $273,961-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 315.46% | 75.60%+239.9pp | 62.18%+253.3pp | 41.45%+274.0pp |
| Employer contribution / active EE | $1,820 | $3,176-42.7% | $2,851-36.2% | $4,869-62.6% |
| Participant deferral / active EE | $1,911 | $3,901-51.0% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $3,116 | $5,263-40.8% | $4,510-30.9% | $10,132-69.3% |