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 | $19,351 | $99,020-80.5% | $86,590-77.7% | $147,584-86.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.53% | 1312.34%-1290.8pp | 964.84%-943.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,335 | $3,132-25.5% | $2,839-17.8% | $4,876-52.1% |
| Participant deferral / active EE | $4,222 | $3,972+6.3% | $3,609+17.0% | $5,439-22.4% |
| Admin fee / account holder | $4,230 | $5,710-25.9% | $4,906-13.8% | $10,885-61.1% |