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 | $41,477 | $96,305-56.9% | $80,569-48.5% | $139,434-70.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.26% | 1350.08%-1334.8pp | 935.43%-920.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $18,797 | $3,262+476.2% | $2,723+590.2% | $4,751+295.7% |
| Participant deferral / active EE | $20,600 | $5,232+293.7% | $4,447+363.2% | $6,710+207.0% |
| Admin fee / account holder | $93,807 | $6,599+1321.6% | $5,377+1644.5% | $11,403+722.7% |