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 5-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 | $39,432 | $96,305-59.1% | $80,569-51.1% | $139,434-71.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.97% | 1350.08%-1338.1pp | 935.43%-923.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,533 | $3,262+69.6% | $2,723+103.2% | $4,751+16.5% |
| Participant deferral / active EE | $7,715 | $5,232+47.5% | $4,447+73.5% | $6,710+15.0% |
| Admin fee / account holder | $1,408 | $6,599-78.7% | $5,377-73.8% | $11,403-87.6% |