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 | $34,054 | $99,020-65.6% | $86,590-60.7% | $147,584-76.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.17% | 1312.34%-1288.2pp | 964.84%-940.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,374 | $3,132-24.2% | $2,839-16.4% | $4,876-51.3% |
| Participant deferral / active EE | $1,805 | $3,972-54.6% | $3,609-50.0% | $5,439-66.8% |
| Admin fee / account holder | $14,972 | $5,710+162.2% | $4,906+205.2% | $10,885+37.5% |