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 | $40,782 | $72,400-43.7% | $67,502-39.6% | $145,922-72.1% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 59.14% | 7182.46%-7123.3pp | 3512.12%-3453.0pp | 561.29%-502.1pp |
| Employer contribution / active EE | $5,366 | $3,069+74.8% | $2,731+96.5% | $4,660+15.1% |
| Participant deferral / active EE | $2,892 | $4,783-39.5% | $4,000-27.7% | $6,688-56.8% |
| Admin fee / account holder | $166,550 | $5,539+2907.0% | $3,998+4066.3% | $13,397+1143.2% |