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 | $64,006 | $81,625-21.6% | $58,482+9.4% | $139,434-54.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.19% | 7404.20%-7383.0pp | 4239.32%-4218.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,676 | $1,398+234.4% | $1,053+343.9% | $4,751-1.6% |
| Participant deferral / active EE | $6,130 | $2,557+139.8% | $1,924+218.6% | $6,710-8.6% |
| Admin fee / account holder | $1,171 | $3,265-64.2% | $2,516-53.5% | $11,403-89.7% |