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 | $55,457 | $99,020-44.0% | $86,590-36.0% | $147,584-62.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.52% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,996 | $3,132+27.6% | $2,839+40.7% | $4,876-18.1% |
| Participant deferral / active EE | $5,644 | $3,972+42.1% | $3,609+56.4% | $5,439+3.8% |
| Admin fee / account holder | $3,890 | $5,710-31.9% | $4,906-20.7% | $10,885-64.3% |