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 | $82,249 | $99,020-16.9% | $86,590-5.0% | $147,584-44.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.33% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $7,600 | $3,132+142.7% | $2,839+167.7% | $4,876+55.9% |
| Participant deferral / active EE | $21,000 | $3,972+428.7% | $3,609+481.9% | $5,439+286.1% |
| Admin fee / account holder | $507 | $5,710-91.1% | $4,906-89.7% | $10,885-95.3% |