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 | $25,918 | $99,020-73.8% | $86,590-70.1% | $147,584-82.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.12% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,072 | $3,132+30.0% | $2,839+43.4% | $4,876-16.5% |
| Participant deferral / active EE | $10,589 | $3,972+166.6% | $3,609+193.4% | $5,439+94.7% |
| Admin fee / account holder | $12,756 | $5,710+123.4% | $4,906+160.0% | $10,885+17.2% |