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 | $51,437 | $156,846-67.2% | $121,098-57.5% | $139,434-63.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 1474.56%-1461.1pp | 985.75%-972.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,950 | $5,536-64.8% | $4,164-53.2% | $4,751-59.0% |
| Participant deferral / active EE | $3,900 | $4,844-19.5% | $4,080-4.4% | $6,710-41.9% |
| Admin fee / account holder | $734 | $6,946-89.4% | $5,644-87.0% | $11,403-93.6% |