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 | $55,873 | $99,020-43.6% | $86,590-35.5% | $147,584-62.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.39% | 1312.34%-1301.9pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $7,334 | $3,132+134.2% | $2,839+158.3% | $4,876+50.4% |
| Participant deferral / active EE | $3,262 | $3,972-17.9% | $3,609-9.6% | $5,439-40.0% |
| Admin fee / account holder | $1,155 | $5,710-79.8% | $4,906-76.5% | $10,885-89.4% |