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 | $12,659 | $99,020-87.2% | $86,590-85.4% | $147,584-91.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 44.27% | 1312.34%-1268.1pp | 964.84%-920.6pp | 578.55%-534.3pp |
| Employer contribution / active EE | $1,843 | $3,132-41.2% | $2,839-35.1% | $4,876-62.2% |
| Participant deferral / active EE | $967 | $3,972-75.7% | $3,609-73.2% | $5,439-82.2% |
| Admin fee / account holder | $2,587 | $5,710-54.7% | $4,906-47.3% | $10,885-76.2% |