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 | $76,175 | $99,020-23.1% | $86,590-12.0% | $147,584-48.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.42% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $13,427 | $3,132+328.7% | $2,839+372.9% | $4,876+175.4% |
| Participant deferral / active EE | $3,875 | $3,972-2.4% | $3,609+7.4% | $5,439-28.8% |
| Admin fee / account holder | $3,784 | $5,710-33.7% | $4,906-22.9% | $10,885-65.2% |