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 | $46,285 | $73,515-37.0% | $62,995-26.5% | $147,584-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.48% | 175.43%-159.9pp | 87.57%-72.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,236 | $3,320-2.5% | $2,759+17.3% | $4,876-33.6% |
| Participant deferral / active EE | $9,872 | $4,185+135.9% | $3,329+196.5% | $5,439+81.5% |
| Admin fee / account holder | $86,312 | $5,953+1349.8% | $3,600+2297.6% | $10,885+692.9% |