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 | $34,056 | $96,305-64.6% | $80,569-57.7% | $139,434-75.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.50% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,044 | $3,262+85.3% | $2,723+121.9% | $4,751+27.2% |
| Participant deferral / active EE | $11,352 | $5,232+117.0% | $4,447+155.2% | $6,710+69.2% |
| Admin fee / account holder | $3,515 | $6,599-46.7% | $5,377-34.6% | $11,403-69.2% |