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 | $73,448 | $99,020-25.8% | $86,590-15.2% | $147,584-50.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.17% | 1312.34%-1289.2pp | 964.84%-941.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $4,913 | $3,132+56.9% | $2,839+73.0% | $4,876+0.8% |
| Participant deferral / active EE | $3,618 | $3,972-8.9% | $3,609+0.3% | $5,439-33.5% |
| Admin fee / account holder | $367 | $5,710-93.6% | $4,906-92.5% | $10,885-96.6% |