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 | $24,121 | $99,020-75.6% | $86,590-72.1% | $147,584-83.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,472 | $3,132-53.0% | $2,839-48.2% | $4,876-69.8% |
| Participant deferral / active EE | $1,986 | $3,972-50.0% | $3,609-45.0% | $5,439-63.5% |
| Admin fee / account holder | $1,098 | $5,710-80.8% | $4,906-77.6% | $10,885-89.9% |