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 | $49,878 | $100,852-50.5% | $90,404-44.8% | $158,922-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.66% | 1724.20%-1717.5pp | 1293.02%-1286.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $7,829 | $3,689+112.2% | $3,262+140.0% | $4,761+64.4% |
| Participant deferral / active EE | $7,829 | $4,348+80.1% | $3,963+97.5% | $5,982+30.9% |
| Admin fee / account holder | $14,481 | $6,501+122.8% | $5,611+158.1% | $11,246+28.8% |