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 | $73,514 | $99,020-25.8% | $86,590-15.1% | $147,584-50.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.56% | 1312.34%-1285.8pp | 964.84%-938.3pp | 578.55%-552.0pp |
| Employer contribution / active EE | $4,800 | $3,132+53.3% | $2,839+69.1% | $4,876-1.6% |
| Participant deferral / active EE | $4,479 | $3,972+12.8% | $3,609+24.1% | $5,439-17.6% |
| Admin fee / account holder | $9,683 | $5,710+69.6% | $4,906+97.4% | $10,885-11.0% |