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 | $76,398 | $99,020-22.8% | $86,590-11.8% | $147,584-48.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.22% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $5,020 | $3,132+60.3% | $2,839+76.8% | $4,876+2.9% |
| Participant deferral / active EE | $6,460 | $3,972+62.6% | $3,609+79.0% | $5,439+18.8% |
| Admin fee / account holder | $766 | $5,710-86.6% | $4,906-84.4% | $10,885-93.0% |