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 | $55,306 | $70,756-21.8% | $65,493-15.6% | $142,382-61.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.19% | 1754.89%-1735.7pp | 982.45%-963.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,732 | $2,881+99.0% | $2,574+122.7% | $4,299+33.3% |
| Participant deferral / active EE | $10,759 | $4,637+132.0% | $3,961+171.6% | $6,507+65.3% |
| Admin fee / account holder | $3,957 | $6,559-39.7% | $5,028-21.3% | $12,624-68.7% |