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 | $23,457 | $99,020-76.3% | $86,590-72.9% | $147,584-84.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.75% | 1312.34%-1291.6pp | 964.84%-944.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $964 | $3,132-69.2% | $2,839-66.1% | $4,876-80.2% |
| Participant deferral / active EE | $964 | $3,972-75.7% | $3,609-73.3% | $5,439-82.3% |
| Admin fee / account holder | $2,418 | $5,710-57.6% | $4,906-50.7% | $10,885-77.8% |