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 | $73,590 | $156,846-53.1% | $121,098-39.2% | $139,434-47.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 38.25% | 1474.56%-1436.3pp | 985.75%-947.5pp | 372.94%-334.7pp |
| Employer contribution / active EE | $1,927 | $5,536-65.2% | $4,164-53.7% | $4,751-59.4% |
| Participant deferral / active EE | $6,799 | $4,844+40.3% | $4,080+66.7% | $6,710+1.3% |
| Admin fee / account holder | $6,241 | $6,946-10.2% | $5,644+10.6% | $11,403-45.3% |