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 | $66,893 | $99,020-32.4% | $86,590-22.7% | $147,584-54.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 49.27% | 1312.34%-1263.1pp | 964.84%-915.6pp | 578.55%-529.3pp |
| Employer contribution / active EE | $2,351 | $3,132-24.9% | $2,839-17.2% | $4,876-51.8% |
| Participant deferral / active EE | $3,147 | $3,972-20.8% | $3,609-12.8% | $5,439-42.1% |
| Admin fee / account holder | $2,033 | $5,710-64.4% | $4,906-58.6% | $10,885-81.3% |