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 | $47,131 | $99,020-52.4% | $86,590-45.6% | $147,584-68.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.28% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $15,654 | $3,132+399.8% | $2,839+451.3% | $4,876+221.0% |
| Participant deferral / active EE | $5,754 | $3,972+44.9% | $3,609+59.4% | $5,439+5.8% |
| Admin fee / account holder | $463 | $5,710-91.9% | $4,906-90.6% | $10,885-95.7% |