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 | $28,778 | $99,020-70.9% | $86,590-66.8% | $147,584-80.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.97% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,309 | $3,132+5.6% | $2,839+16.5% | $4,876-32.1% |
| Participant deferral / active EE | $3,651 | $3,972-8.1% | $3,609+1.2% | $5,439-32.9% |
| Admin fee / account holder | $2,639 | $5,710-53.8% | $4,906-46.2% | $10,885-75.8% |