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 | $31,663 | $99,020-68.0% | $86,590-63.4% | $147,584-78.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.67% | 1312.34%-1287.7pp | 964.84%-940.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,195 | $3,132+2.0% | $2,839+12.5% | $4,876-34.5% |
| Participant deferral / active EE | $10,911 | $3,972+174.7% | $3,609+202.4% | $5,439+100.6% |
| Admin fee / account holder | $2,000 | $5,710-65.0% | $4,906-59.2% | $10,885-81.6% |