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 | $50,462 | $76,738-34.2% | $56,411-10.5% | $145,922-65.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 2994.23%-2977.7pp | 1701.33%-1684.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,972 | $1,380+187.9% | $1,039+282.4% | $4,660-14.8% |
| Participant deferral / active EE | $6,196 | $2,623+136.2% | $1,952+217.4% | $6,688-7.4% |
| Admin fee / account holder | $851 | $3,334-74.5% | $2,829-69.9% | $13,397-93.6% |