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 | $38,625 | $104,486-63.0% | $76,817-49.7% | $152,861-74.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 15.76% | 1013.37%-997.6pp | 1166.11%-1150.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,069 | $3,116-65.7% | $2,302-53.5% | $4,762-77.5% |
| Participant deferral / active EE | $1,646 | $4,236-61.1% | $3,336-50.7% | $5,850-71.9% |
| Admin fee / account holder | $983 | $12,275-92.0% | $6,420-84.7% | $11,596-91.5% |