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 | $57,717 | $96,305-40.1% | $80,569-28.4% | $139,434-58.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.27% | 1350.08%-1333.8pp | 935.43%-919.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,205 | $3,262+59.6% | $2,723+91.1% | $4,751+9.6% |
| Participant deferral / active EE | $9,100 | $5,232+73.9% | $4,447+104.6% | $6,710+35.6% |
| Admin fee / account holder | $1,165 | $6,599-82.4% | $5,377-78.3% | $11,403-89.8% |