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 | $37,294 | $102,966-63.8% | $90,281-58.7% | $152,861-75.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 52.15% | 95.16%-43.0pp | 78.10%-25.9pp | 345.32%-293.2pp |
| Employer contribution / active EE | $20,639 | $3,139+557.6% | $2,854+623.1% | $4,762+333.4% |
| Participant deferral / active EE | $7,266 | $4,281+69.7% | $3,885+87.0% | $5,850+24.2% |
| Admin fee / account holder | $1,308 | $6,171-78.8% | $5,351-75.5% | $11,596-88.7% |