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 | $69,394 | $70,756-1.9% | $65,493+6.0% | $142,382-51.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 1754.89%-1740.1pp | 982.45%-967.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,555 | $2,881-11.3% | $2,574-0.7% | $4,299-40.6% |
| Participant deferral / active EE | $7,744 | $4,637+67.0% | $3,961+95.5% | $6,507+19.0% |
| Admin fee / account holder | $67,753 | $6,559+933.0% | $5,028+1247.5% | $12,624+436.7% |