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 | $83,312 | $99,020-15.9% | $86,590-3.8% | $147,584-43.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.33% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,200 | $3,132-61.7% | $2,839-57.7% | $4,876-75.4% |
| Participant deferral / active EE | $1,200 | $3,972-69.8% | $3,609-66.7% | $5,439-77.9% |
| Admin fee / account holder | $6,085 | $5,710+6.6% | $4,906+24.0% | $10,885-44.1% |