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 | $68,161 | $88,710-23.2% | $81,783-16.7% | $145,959-53.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.91% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $5,605 | $3,083+81.8% | $2,913+92.4% | $4,661+20.3% |
| Participant deferral / active EE | $19,241 | $4,645+314.2% | $4,320+345.3% | $6,689+187.7% |
| Admin fee / account holder | $362 | $8,407-95.7% | $7,380-95.1% | $13,398-97.3% |