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 | $16,609 | $99,020-83.2% | $86,590-80.8% | $147,584-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.70% | 1312.34%-1289.6pp | 964.84%-942.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,688 | $3,132-46.1% | $2,839-40.6% | $4,876-65.4% |
| Participant deferral / active EE | $2,739 | $3,972-31.0% | $3,609-24.1% | $5,439-49.6% |
| Admin fee / account holder | $1,182 | $5,710-79.3% | $4,906-75.9% | $10,885-89.1% |