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 | $33,667 | $176,662-80.9% | $130,648-74.2% | $152,861-78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 11.68% | 2692.24%-2680.6pp | 1708.96%-1697.3pp | 345.32%-333.6pp |
| Employer contribution / active EE | $4,167 | $5,742-27.4% | $4,092+1.8% | $4,762-12.5% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $73,397 | $7,133+929.0% | $5,464+1243.2% | $11,596+532.9% |