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 | $51,707 | $88,751-41.7% | $81,812-36.8% | $145,922-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.26% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,282 | $3,083+38.9% | $2,912+47.0% | $4,660-8.1% |
| Participant deferral / active EE | $7,723 | $4,643+66.3% | $4,319+78.8% | $6,688+15.5% |
| Admin fee / account holder | $10,747 | $8,415+27.7% | $7,386+45.5% | $13,397-19.8% |