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 | $80,928 | $99,020-18.3% | $86,590-6.5% | $147,584-45.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.03% | 1312.34%-1283.3pp | 964.84%-935.8pp | 578.55%-549.5pp |
| Employer contribution / active EE | $2,544 | $3,132-18.8% | $2,839-10.4% | $4,876-47.8% |
| Participant deferral / active EE | $4,819 | $3,972+21.3% | $3,609+33.5% | $5,439-11.4% |
| Admin fee / account holder | $2,541 | $5,710-55.5% | $4,906-48.2% | $10,885-76.7% |