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 | $33,814 | $63,346-46.6% | $92,233-63.3% | $70,131-51.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.37% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,760 | $2,471+173.5% | $3,679+83.7% | $2,342+188.6% |
| Participant deferral / active EE | $1,300 | $2,854-54.5% | $3,897-66.6% | $3,332-61.0% |
| Admin fee / account holder | $9,900 | $3,840+157.8% | $5,194+90.6% | $4,645+113.1% |