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 | $31,884 | $155,788-79.5% | $124,672-74.4% | $167,490-81.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.10% | 17.97%+2.1pp | 5142.93%-5122.8pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,930 | $4,163-53.6% | $3,324-41.9% | $4,837-60.1% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,076 | $9,531-88.7% | $7,493-85.6% | $12,309-91.3% |