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 | $108,719 | $97,757+11.2% | $83,848+29.7% | $135,375-19.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.90% | 1287.37%-1273.5pp | 850.88%-837.0pp | 519.73%-505.8pp |
| Employer contribution / active EE | $1,660 | $4,222-60.7% | $3,631-54.3% | $4,779-65.3% |
| Participant deferral / active EE | $3,290 | $4,682-29.7% | $4,082-19.4% | $5,609-41.3% |
| Admin fee / account holder | $338 | $6,674-94.9% | $5,478-93.8% | $10,827-96.9% |