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 | $23,913 | $99,020-75.9% | $86,590-72.4% | $147,584-83.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.03% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,037 | $3,132-3.0% | $2,839+7.0% | $4,876-37.7% |
| Participant deferral / active EE | $3,800 | $3,972-4.3% | $3,609+5.3% | $5,439-30.1% |
| Admin fee / account holder | $1,439 | $5,710-74.8% | $4,906-70.7% | $10,885-86.8% |