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 | $37,470 | $99,020-62.2% | $86,590-56.7% | $147,584-74.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,557 | $3,132+45.5% | $2,839+60.5% | $4,876-6.5% |
| Participant deferral / active EE | $1,183 | $3,972-70.2% | $3,609-67.2% | $5,439-78.2% |
| Admin fee / account holder | $3,905 | $5,710-31.6% | $4,906-20.4% | $10,885-64.1% |