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 | $62,709 | $99,020-36.7% | $86,590-27.6% | $147,584-57.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.03% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,628 | $3,132+47.8% | $2,839+63.0% | $4,876-5.1% |
| Participant deferral / active EE | $15,073 | $3,972+279.5% | $3,609+317.7% | $5,439+177.1% |
| Admin fee / account holder | $51,778 | $5,710+806.7% | $4,906+955.5% | $10,885+375.7% |