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 | $18,377 | $99,020-81.4% | $86,590-78.8% | $147,584-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.79% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,734 | $3,132-44.6% | $2,839-38.9% | $4,876-64.4% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $3,609-32.2% | $5,439-55.0% |
| Admin fee / account holder | $8,664 | $5,710+51.7% | $4,906+76.6% | $10,885-20.4% |