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 | $50,903 | $81,625-37.6% | $58,482-13.0% | $139,434-63.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,397 | $1,398+71.4% | $1,053+127.6% | $4,751-49.5% |
| Participant deferral / active EE | $12,638 | $2,557+394.3% | $1,924+556.9% | $6,710+88.3% |
| Admin fee / account holder | $22,741 | $3,265+596.5% | $2,516+803.9% | $11,403+99.4% |