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 | $41,734 | $99,020-57.9% | $86,590-51.8% | $147,584-71.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.15% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,658 | $3,132-47.1% | $2,839-41.6% | $4,876-66.0% |
| Participant deferral / active EE | $6,421 | $3,972+61.7% | $3,609+77.9% | $5,439+18.1% |
| Admin fee / account holder | $5,940 | $5,710+4.0% | $4,906+21.1% | $10,885-45.4% |