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 | $69,524 | $96,305-27.8% | $80,569-13.7% | $139,434-50.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.78% | 1350.08%-1328.3pp | 935.43%-913.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,954 | $3,262-40.1% | $2,723-28.3% | $4,751-58.9% |
| Participant deferral / active EE | $6,000 | $5,232+14.7% | $4,447+34.9% | $6,710-10.6% |
| Admin fee / account holder | $1,072 | $6,599-83.8% | $5,377-80.1% | $11,403-90.6% |