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 | $67,279 | $88,751-24.2% | $81,812-17.8% | $145,922-53.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,711 | $3,083+20.4% | $2,912+27.4% | $4,660-20.4% |
| Participant deferral / active EE | $1,963 | $4,643-57.7% | $4,319-54.5% | $6,688-70.6% |
| Admin fee / account holder | $39,990 | $8,415+375.2% | $7,386+441.4% | $13,397+198.5% |