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 | $58,005 | $70,756-18.0% | $65,493-11.4% | $142,382-59.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,086 | $2,881+180.7% | $2,574+214.1% | $4,299+88.1% |
| Participant deferral / active EE | $9,698 | $4,637+109.1% | $3,961+144.8% | $6,507+49.0% |
| Admin fee / account holder | $7,037 | $6,559+7.3% | $5,028+40.0% | $12,624-44.3% |