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 | $49,877 | $99,020-49.6% | $86,590-42.4% | $147,584-66.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.47% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $7,981 | $3,132+154.8% | $2,839+181.1% | $4,876+63.7% |
| Participant deferral / active EE | $2,705 | $3,972-31.9% | $3,609-25.0% | $5,439-50.3% |
| Admin fee / account holder | $8,705 | $5,710+52.4% | $4,906+77.4% | $10,885-20.0% |