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 | $34,668 | $99,020-65.0% | $86,590-60.0% | $147,584-76.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.28% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,385 | $3,132-23.8% | $2,839-16.0% | $4,876-51.1% |
| Participant deferral / active EE | $4,850 | $3,972+22.1% | $3,609+34.4% | $5,439-10.8% |
| Admin fee / account holder | $515 | $5,710-91.0% | $4,906-89.5% | $10,885-95.3% |