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 | $27,845 | $99,020-71.9% | $86,590-67.8% | $147,584-81.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.36% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $9,225 | $3,132+194.5% | $2,839+224.9% | $4,876+89.2% |
| Participant deferral / active EE | $5,858 | $3,972+47.5% | $3,609+62.3% | $5,439+7.7% |
| Admin fee / account holder | $10,590 | $5,710+85.5% | $4,906+115.9% | $10,885-2.7% |