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 | $58,159 | $176,377-67.0% | $134,143-56.6% | $158,922-63.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.92% | 63.63%-42.7pp | 36.33%-15.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $37,500 | $5,040+644.0% | $3,704+912.5% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $4,091+376.6% | $3,499+457.3% | $5,982+226.0% |
| Admin fee / account holder | $50,000 | $8,718+473.5% | $6,684+648.0% | $11,246+344.6% |