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 | $58,021 | $70,756-18.0% | $65,493-11.4% | $142,382-59.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,971 | $2,881+72.6% | $2,574+93.1% | $4,299+15.6% |
| Participant deferral / active EE | $7,987 | $4,637+72.2% | $3,961+101.6% | $6,507+22.7% |
| Admin fee / account holder | $10,909 | $6,559+66.3% | $5,028+117.0% | $12,624-13.6% |