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 | $62,527 | $99,020-36.9% | $86,590-27.8% | $147,584-57.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.77% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,482 | $3,132-20.8% | $2,839-12.6% | $4,876-49.1% |
| Participant deferral / active EE | $7,750 | $3,972+95.1% | $3,609+114.8% | $5,439+42.5% |
| Admin fee / account holder | $397 | $5,710-93.0% | $4,906-91.9% | $10,885-96.3% |