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 | $28,599 | $211,958-86.5% | $169,463-83.1% | $135,375-78.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 16152.10% | 3.26%+16148.8pp | 1.83%+16150.3pp | 519.73%+15632.4pp |
| Employer contribution / active EE | $2,531 | $5,120-50.6% | $4,159-39.2% | $4,779-47.0% |
| Participant deferral / active EE | $4,160 | $6,075-31.5% | $5,277-21.2% | $5,609-25.8% |
| Admin fee / account holder | $6,727 | $11,471-41.4% | $9,109-26.2% | $10,827-37.9% |