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 | $50,078 | $99,020-49.4% | $86,590-42.2% | $147,584-66.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.50% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,294 | $3,132+37.1% | $2,839+51.2% | $4,876-11.9% |
| Participant deferral / active EE | $9,260 | $3,972+133.1% | $3,609+156.6% | $5,439+70.3% |
| Admin fee / account holder | $1,331 | $5,710-76.7% | $4,906-72.9% | $10,885-87.8% |