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 | $10,233 | $96,305-89.4% | $80,569-87.3% | $139,434-92.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.96% | 1350.08%-1336.1pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,244 | $3,262-61.9% | $2,723-54.3% | $4,751-73.8% |
| Participant deferral / active EE | $3,222 | $5,232-38.4% | $4,447-27.6% | $6,710-52.0% |
| Admin fee / account holder | $1,265 | $6,599-80.8% | $5,377-76.5% | $11,403-88.9% |