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 | $38,030 | $96,305-60.5% | $80,569-52.8% | $139,434-72.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.09% | 1350.08%-1334.0pp | 935.43%-919.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,149 | $3,262+57.9% | $2,723+89.1% | $4,751+8.4% |
| Participant deferral / active EE | $879 | $5,232-83.2% | $4,447-80.2% | $6,710-86.9% |
| Admin fee / account holder | $379 | $6,599-94.3% | $5,377-93.0% | $11,403-96.7% |