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 | $18,207 | $99,020-81.6% | $86,590-79.0% | $147,584-87.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.99% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,003 | $3,132-4.1% | $2,839+5.8% | $4,876-38.4% |
| Participant deferral / active EE | $1,085 | $3,972-72.7% | $3,609-69.9% | $5,439-80.1% |
| Admin fee / account holder | $723 | $5,710-87.3% | $4,906-85.3% | $10,885-93.4% |