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 | $48,106 | $72,396-33.6% | $67,511-28.7% | $145,959-67.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.57% | 7194.07%-7184.5pp | 3517.41%-3507.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,412 | $3,071+11.1% | $2,733+24.9% | $4,661-26.8% |
| Participant deferral / active EE | $10,721 | $4,781+124.2% | $4,000+168.0% | $6,689+60.3% |
| Admin fee / account holder | $45,799 | $5,538+727.0% | $3,999+1045.3% | $13,398+241.8% |