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 | $63,349 | $185,200-65.8% | $142,863-55.7% | $167,490-62.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.00% | 8555.70%-8542.7pp | 5637.54%-5624.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,340 | $5,604-76.1% | $4,144-67.7% | $4,837-72.3% |
| Participant deferral / active EE | $4,749 | $4,494+5.7% | $3,837+23.8% | $6,341-25.1% |
| Admin fee / account holder | $36,722 | $8,031+357.2% | $6,560+459.7% | $12,309+198.3% |