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 | $64,001 | $99,020-35.4% | $86,590-26.1% | $147,584-56.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.07% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,845 | $3,132-9.2% | $2,839+0.2% | $4,876-41.7% |
| Participant deferral / active EE | $3,314 | $3,972-16.6% | $3,609-8.2% | $5,439-39.1% |
| Admin fee / account holder | $657 | $5,710-88.5% | $4,906-86.6% | $10,885-94.0% |