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 | $43,550 | $99,020-56.0% | $86,590-49.7% | $147,584-70.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.74% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $10,940 | $3,132+249.3% | $2,839+285.3% | $4,876+124.3% |
| Participant deferral / active EE | $5,645 | $3,972+42.1% | $3,609+56.4% | $5,439+3.8% |
| Admin fee / account holder | $2,752 | $5,710-51.8% | $4,906-43.9% | $10,885-74.7% |