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 | $15,250 | $99,020-84.6% | $86,590-82.4% | $147,584-89.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.15% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $800 | $3,132-74.5% | $2,839-71.8% | $4,876-83.6% |
| Participant deferral / active EE | $3,773 | $3,972-5.0% | $3,609+4.6% | $5,439-30.6% |
| Admin fee / account holder | $977 | $5,710-82.9% | $4,906-80.1% | $10,885-91.0% |