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 3-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 | $49,829 | $88,751-43.9% | $81,812-39.1% | $145,922-65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.40% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,330 | $3,083-24.4% | $2,912-20.0% | $4,660-50.0% |
| Participant deferral / active EE | $8,773 | $4,643+89.0% | $4,319+103.2% | $6,688+31.2% |
| Admin fee / account holder | $2,532 | $8,415-69.9% | $7,386-65.7% | $13,397-81.1% |