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 | $60,535 | $99,020-38.9% | $86,590-30.1% | $147,584-59.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.45% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,793 | $3,132+21.1% | $2,839+33.6% | $4,876-22.2% |
| Participant deferral / active EE | $7,850 | $3,972+97.6% | $3,609+117.5% | $5,439+44.3% |
| Admin fee / account holder | $665 | $5,710-88.3% | $4,906-86.4% | $10,885-93.9% |