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 | $50,931 | $99,020-48.6% | $86,590-41.2% | $147,584-65.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.87% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,992 | $3,132-36.4% | $2,839-29.8% | $4,876-59.1% |
| Participant deferral / active EE | $7,690 | $3,972+93.6% | $3,609+113.1% | $5,439+41.4% |
| Admin fee / account holder | $74,926 | $5,710+1212.1% | $4,906+1427.3% | $10,885+588.3% |