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 | $66,143 | $99,020-33.2% | $86,590-23.6% | $147,584-55.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.64% | 1312.34%-1288.7pp | 964.84%-941.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,802 | $3,132-42.5% | $2,839-36.5% | $4,876-63.0% |
| Participant deferral / active EE | $8,100 | $3,972+103.9% | $3,609+124.5% | $5,439+48.9% |
| Admin fee / account holder | $10,930 | $5,710+91.4% | $4,906+122.8% | $10,885+0.4% |