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 | $22,911 | $81,625-71.9% | $58,482-60.8% | $139,434-83.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 10.04% | 7404.20%-7394.2pp | 4239.32%-4229.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $10,714 | $1,398+666.3% | $1,053+917.2% | $4,751+125.5% |
| Participant deferral / active EE | $7,125 | $2,557+178.7% | $1,924+270.4% | $6,710+6.2% |
| Admin fee / account holder | $17,412 | $3,265+433.3% | $2,516+592.0% | $11,403+52.7% |