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 | $24,813 | $138,044-82.0% | $125,339-80.2% | $134,475-81.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.52% | 750.33%-748.8pp | 572.05%-570.5pp | 417.96%-416.4pp |
| Employer contribution / active EE | $5,226 | $5,243-0.3% | $4,814+8.6% | $4,740+10.3% |
| Participant deferral / active EE | $21,343 | $7,799+173.7% | $7,446+186.6% | $6,400+233.5% |
| Admin fee / account holder | $31,513 | $11,571+172.3% | $10,010+214.8% | $11,426+175.8% |