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 | $47,403 | $99,020-52.1% | $86,590-45.3% | $147,584-67.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,935 | $3,132-38.2% | $2,839-31.8% | $4,876-60.3% |
| Participant deferral / active EE | $3,005 | $3,972-24.4% | $3,609-16.7% | $5,439-44.8% |
| Admin fee / account holder | $766 | $5,710-86.6% | $4,906-84.4% | $10,885-93.0% |