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 | $57,360 | $70,756-18.9% | $65,493-12.4% | $142,382-59.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.42% | 1754.89%-1743.5pp | 982.45%-971.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,456 | $2,881-14.7% | $2,574-4.6% | $4,299-42.9% |
| Participant deferral / active EE | $8,487 | $4,637+83.0% | $3,961+114.3% | $6,507+30.4% |
| Admin fee / account holder | $15,133 | $6,559+130.7% | $5,028+201.0% | $12,624+19.9% |