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 | $65,639 | $176,662-62.8% | $130,648-49.8% | $152,861-57.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.63% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $684 | $5,742-88.1% | $4,092-83.3% | $4,762-85.6% |
| Participant deferral / active EE | $6,672 | $4,361+53.0% | $3,603+85.2% | $5,850+14.1% |
| Admin fee / account holder | $8,176 | $7,133+14.6% | $5,464+49.6% | $11,596-29.5% |