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 | $86,349 | $99,020-12.8% | $86,590-0.3% | $147,584-41.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $835 | $3,132-73.3% | $2,839-70.6% | $4,876-82.9% |
| Participant deferral / active EE | $7,940 | $3,972+99.9% | $3,609+120.0% | $5,439+46.0% |
| Admin fee / account holder | $3,199 | $5,710-44.0% | $4,906-34.8% | $10,885-70.6% |