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 | $48,097 | $96,305-50.1% | $80,569-40.3% | $139,434-65.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.57% | 1350.08%-1331.5pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,785 | $3,262+77.3% | $2,723+112.4% | $4,751+21.8% |
| Participant deferral / active EE | $8,567 | $5,232+63.7% | $4,447+92.6% | $6,710+27.7% |
| Admin fee / account holder | $5,922 | $6,599-10.3% | $5,377+10.1% | $11,403-48.1% |