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 | $32,328 | $88,751-63.6% | $81,812-60.5% | $145,922-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.76% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,960 | $3,083+60.9% | $2,912+70.3% | $4,660+6.4% |
| Participant deferral / active EE | $3,675 | $4,643-20.9% | $4,319-14.9% | $6,688-45.1% |
| Admin fee / account holder | $6,251 | $8,415-25.7% | $7,386-15.4% | $13,397-53.3% |