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 | $66,815 | $100,852-33.7% | $90,404-26.1% | $158,922-58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 45.50% | 1724.20%-1678.7pp | 1293.02%-1247.5pp | 302.83%-257.3pp |
| Employer contribution / active EE | $5,391 | $3,689+46.1% | $3,262+65.3% | $4,761+13.2% |
| Participant deferral / active EE | $3,411 | $4,348-21.6% | $3,963-13.9% | $5,982-43.0% |
| Admin fee / account holder | $25,880 | $6,501+298.1% | $5,611+361.3% | $11,246+130.1% |