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 | $63,051 | $99,020-36.3% | $86,590-27.2% | $147,584-57.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.90% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $5,290 | $3,132+68.9% | $2,839+86.3% | $4,876+8.5% |
| Participant deferral / active EE | $10,383 | $3,972+161.4% | $3,609+187.7% | $5,439+90.9% |
| Admin fee / account holder | $3,195 | $5,710-44.0% | $4,906-34.9% | $10,885-70.6% |