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 | $65,488 | $65,409+0.1% | $98,442-33.5% | $85,850-23.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 26.88% | 21.76%+5.1pp | 1492.73%-1465.8pp | 318.53%-291.7pp |
| Employer contribution / active EE | $3,630 | $2,168+67.5% | $2,960+22.6% | $2,565+41.5% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $830 | $4,593-81.9% | $5,949-86.1% | $6,260-86.7% |