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 | $49,959 | $99,020-49.5% | $86,590-42.3% | $147,584-66.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.37% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,200 | $3,132-29.8% | $2,839-22.5% | $4,876-54.9% |
| Participant deferral / active EE | $5,570 | $3,972+40.2% | $3,609+54.4% | $5,439+2.4% |
| Admin fee / account holder | $397 | $5,710-93.0% | $4,906-91.9% | $10,885-96.4% |