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 7-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 | $51,212 | $88,710-42.3% | $81,783-37.4% | $145,959-64.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,527 | $3,083-50.5% | $2,913-47.6% | $4,661-67.2% |
| Participant deferral / active EE | $6,792 | $4,645+46.2% | $4,320+57.2% | $6,689+1.5% |
| Admin fee / account holder | $864 | $8,407-89.7% | $7,380-88.3% | $13,398-93.5% |