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 | $38,778 | $88,751-56.3% | $81,812-52.6% | $145,922-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.03% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,291 | $3,083+136.4% | $2,912+150.3% | $4,660+56.5% |
| Participant deferral / active EE | $7,291 | $4,643+57.0% | $4,319+68.8% | $6,688+9.0% |
| Admin fee / account holder | $550 | $8,415-93.5% | $7,386-92.6% | $13,397-95.9% |