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 7-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 | $63,704 | $88,751-28.2% | $81,812-22.1% | $145,922-56.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,132 | $3,083+66.4% | $2,912+76.2% | $4,660+10.1% |
| Participant deferral / active EE | $10,114 | $4,643+117.8% | $4,319+134.2% | $6,688+51.2% |
| Admin fee / account holder | $6,792 | $8,415-19.3% | $7,386-8.0% | $13,397-49.3% |