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 | $54,186 | $105,998-48.9% | $92,233-41.3% | $147,584-63.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 52.00% | 50.05%+2.0pp | 176.28%-124.3pp | 578.55%-526.5pp |
| Employer contribution / active EE | $10,028 | $4,333+131.4% | $3,679+172.5% | $4,876+105.6% |
| Participant deferral / active EE | $1,458 | $4,478-67.5% | $3,897-62.6% | $5,439-73.2% |
| Admin fee / account holder | $20,008 | $6,332+216.0% | $5,194+285.3% | $10,885+83.8% |