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 | $63,846 | $101,317-37.0% | $146,958-56.6% | $74,495-14.3% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 14.38% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,719 | $3,810-28.6% | $4,933-44.9% | $2,623+3.7% |
| Participant deferral / active EE | $9,899 | $7,303+35.5% | $8,070+22.7% | $4,346+127.8% |
| Admin fee / account holder | $6,310 | $1,739+262.9% | $12,998-51.5% | $1,942+225.0% |