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 | $36,802 | $156,846-76.5% | $121,098-69.6% | $139,434-73.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.93% | 1474.56%-1454.6pp | 985.75%-965.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,494 | $5,536-73.0% | $4,164-64.1% | $4,751-68.6% |
| Participant deferral / active EE | $2,391 | $4,844-50.6% | $4,080-41.4% | $6,710-64.4% |
| Admin fee / account holder | $980 | $6,946-85.9% | $5,644-82.6% | $11,403-91.4% |