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 | $39,906 | $88,751-55.0% | $81,812-51.2% | $145,922-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 1025.40%-1014.4pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,558 | $3,083+80.3% | $2,912+90.8% | $4,660+19.3% |
| Participant deferral / active EE | $4,093 | $4,643-11.9% | $4,319-5.2% | $6,688-38.8% |
| Admin fee / account holder | $19,488 | $8,415+131.6% | $7,386+163.8% | $13,397+45.5% |