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 | $61,116 | $84,695-27.8% | $73,843-17.2% | $125,391-51.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 58.47% | 3123.53%-3065.1pp | 2267.84%-2209.4pp | 282.22%-223.8pp |
| Employer contribution / active EE | $2,639 | $3,123-15.5% | $2,787-5.3% | $4,866-45.8% |
| Participant deferral / active EE | $6,106 | $3,992+52.9% | $3,583+70.4% | $5,352+14.1% |
| Admin fee / account holder | $27,038 | $5,691+375.1% | $4,880+454.0% | $9,540+183.4% |