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 | $19,417 | $99,020-80.4% | $86,590-77.6% | $147,584-86.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.90% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.7pp |
| Employer contribution / active EE | $506 | $3,132-83.8% | $2,839-82.2% | $4,876-89.6% |
| Participant deferral / active EE | $3,013 | $3,972-24.2% | $3,609-16.5% | $5,439-44.6% |
| Admin fee / account holder | $24,756 | $5,710+333.5% | $4,906+404.6% | $10,885+127.4% |