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 | $55,654 | $88,751-37.3% | $81,812-32.0% | $145,922-61.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.29% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,190 | $3,083+35.9% | $2,912+43.9% | $4,660-10.1% |
| Participant deferral / active EE | $1,756 | $4,643-62.2% | $4,319-59.3% | $6,688-73.7% |
| Admin fee / account holder | $457 | $8,415-94.6% | $7,386-93.8% | $13,397-96.6% |