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 | $31,757 | $99,020-67.9% | $86,590-63.3% | $147,584-78.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.04% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,715 | $3,132+18.6% | $2,839+30.8% | $4,876-23.8% |
| Participant deferral / active EE | $1,741 | $3,972-56.2% | $3,609-51.7% | $5,439-68.0% |
| Admin fee / account holder | $1,356 | $5,710-76.3% | $4,906-72.4% | $10,885-87.5% |