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 | $31,898 | $124,185-74.3% | $108,410-70.6% | $167,490-81.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.68% | 1379.64%-1368.0pp | 905.27%-893.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,240 | $4,187-46.5% | $3,558-37.1% | $4,837-53.7% |
| Participant deferral / active EE | $4,433 | $6,908-35.8% | $6,563-32.5% | $6,341-30.1% |
| Admin fee / account holder | $937 | $9,455-90.1% | $7,295-87.2% | $12,309-92.4% |