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 | $41,195 | $99,020-58.4% | $86,590-52.4% | $147,584-72.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.13% | 1312.34%-1293.2pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,140 | $3,132-31.7% | $2,839-24.6% | $4,876-56.1% |
| Participant deferral / active EE | $4,495 | $3,972+13.1% | $3,609+24.5% | $5,439-17.4% |
| Admin fee / account holder | $2,240 | $5,710-60.8% | $4,906-54.3% | $10,885-79.4% |