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 | $63,234 | $70,756-10.6% | $65,493-3.5% | $142,382-55.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.32% | 1754.89%-1739.6pp | 982.45%-967.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,623 | $2,881-8.9% | $2,574+1.9% | $4,299-39.0% |
| Participant deferral / active EE | $4,345 | $4,637-6.3% | $3,961+9.7% | $6,507-33.2% |
| Admin fee / account holder | $3,305 | $6,559-49.6% | $5,028-34.3% | $12,624-73.8% |