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 | $63,743 | $104,486-39.0% | $76,817-17.0% | $152,861-58.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.89% | 1013.37%-990.5pp | 1166.11%-1143.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $10,700 | $3,116+243.4% | $2,302+364.8% | $4,762+124.7% |
| Participant deferral / active EE | $1,829 | $4,236-56.8% | $3,336-45.2% | $5,850-68.7% |
| Admin fee / account holder | $2,497 | $12,275-79.7% | $6,420-61.1% | $11,596-78.5% |