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 | $65,522 | $90,348-27.5% | $75,972-13.8% | $145,922-55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.67% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,003 | $3,311+51.1% | $2,685+86.4% | $4,660+7.4% |
| Participant deferral / active EE | $3,666 | $5,162-29.0% | $4,255-13.9% | $6,688-45.2% |
| Admin fee / account holder | $4,881 | $8,467-42.4% | $6,467-24.5% | $13,397-63.6% |