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 | $43,774 | $96,305-54.5% | $80,569-45.7% | $139,434-68.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.36% | 1350.08%-1339.7pp | 935.43%-925.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,379 | $3,262-27.1% | $2,723-12.6% | $4,751-49.9% |
| Participant deferral / active EE | $7,106 | $5,232+35.8% | $4,447+59.8% | $6,710+5.9% |
| Admin fee / account holder | $37,935 | $6,599+474.9% | $5,377+605.5% | $11,403+232.7% |