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 | $74,247 | $105,998-30.0% | $92,233-19.5% | $147,584-49.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.51% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,508 | $4,333-65.2% | $3,679-59.0% | $4,876-69.1% |
| Participant deferral / active EE | $3,530 | $4,478-21.2% | $3,897-9.4% | $5,439-35.1% |
| Admin fee / account holder | $329 | $6,332-94.8% | $5,194-93.7% | $10,885-97.0% |