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 | $38,707 | $155,788-75.2% | $124,672-69.0% | $167,490-76.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.46% | 17.97%+0.5pp | 5142.93%-5124.5pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,302 | $4,163-44.7% | $3,324-30.8% | $4,837-52.4% |
| Participant deferral / active EE | $2,240 | $5,673-60.5% | $4,614-51.5% | $6,341-64.7% |
| Admin fee / account holder | $45,466 | $9,531+377.0% | $7,493+506.8% | $12,309+269.4% |