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 | $31,420 | $99,020-68.3% | $86,590-63.7% | $147,584-78.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.11% | 1312.34%-1293.2pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,829 | $3,132+22.3% | $2,839+34.9% | $4,876-21.5% |
| Participant deferral / active EE | $5,804 | $3,972+46.1% | $3,609+60.8% | $5,439+6.7% |
| Admin fee / account holder | $1,848 | $5,710-67.6% | $4,906-62.3% | $10,885-83.0% |