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 | $43,572 | $102,604-57.5% | $86,188-49.4% | $139,434-68.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1922.51%-1904.1pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $8,026 | $3,032+164.7% | $2,380+237.2% | $4,751+68.9% |
| Participant deferral / active EE | $3,883 | $4,676-16.9% | $3,985-2.6% | $6,710-42.1% |
| Admin fee / account holder | $1,276 | $8,657-85.3% | $6,852-81.4% | $11,403-88.8% |