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 | $47,104 | $74,888-37.1% | $71,209-33.9% | $142,382-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.48% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,630 | $2,854+62.2% | $2,721+70.1% | $4,299+7.7% |
| Participant deferral / active EE | $7,250 | $4,454+62.8% | $4,175+73.6% | $6,507+11.4% |
| Admin fee / account holder | $292,091 | $5,568+5145.6% | $5,349+5360.9% | $12,624+2213.8% |