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 | $62,165 | $65,409-5.0% | $98,442-36.9% | $85,850-27.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 38.68% | 21.76%+16.9pp | 1492.73%-1454.0pp | 318.53%-279.9pp |
| Employer contribution / active EE | $4,898 | $2,168+126.0% | $2,960+65.5% | $2,565+90.9% |
| Participant deferral / active EE | $6,581 | $3,166+107.9% | $4,276+53.9% | $3,952+66.5% |
| Admin fee / account holder | $3,345 | $4,593-27.2% | $5,949-43.8% | $6,260-46.6% |