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 | $56,142 | $124,185-54.8% | $108,410-48.2% | $167,490-66.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.68% | 1379.64%-1365.0pp | 905.27%-890.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,840 | $4,187-8.3% | $3,558+7.9% | $4,837-20.6% |
| Participant deferral / active EE | $5,586 | $6,908-19.1% | $6,563-14.9% | $6,341-11.9% |
| Admin fee / account holder | $1,551 | $9,455-83.6% | $7,295-78.7% | $12,309-87.4% |