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 | $62,056 | $70,428-11.9% | $96,562-35.7% | $85,850-27.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 86.18% | 18.59%+67.6pp | 37.78%+48.4pp | 318.53%-232.4pp |
| Employer contribution / active EE | $4,464 | $1,413+215.9% | $2,356+89.4% | $2,565+74.0% |
| Participant deferral / active EE | $3,600 | $2,894+24.4% | $3,849-6.5% | $3,952-8.9% |
| Admin fee / account holder | $1,010 | $4,997-79.8% | $6,181-83.7% | $6,260-83.9% |