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 | $32,510 | $88,751-63.4% | $81,812-60.3% | $145,922-77.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.61% | 1025.40%-996.8pp | 773.79%-745.2pp | 561.29%-532.7pp |
| Employer contribution / active EE | $5,345 | $3,083+73.4% | $2,912+83.5% | $4,660+14.7% |
| Participant deferral / active EE | $5,436 | $4,643+17.1% | $4,319+25.9% | $6,688-18.7% |
| Admin fee / account holder | $14,702 | $8,415+74.7% | $7,386+99.0% | $13,397+9.7% |