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 | $44,546 | $97,757-54.4% | $83,848-46.9% | $135,375-67.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.91% | 1287.37%-1284.5pp | 850.88%-848.0pp | 519.73%-516.8pp |
| Employer contribution / active EE | $6,669 | $4,222+58.0% | $3,631+83.7% | $4,779+39.6% |
| Participant deferral / active EE | $7,030 | $4,682+50.1% | $4,082+72.2% | $5,609+25.3% |
| Admin fee / account holder | $3,257 | $6,674-51.2% | $5,478-40.6% | $10,827-69.9% |