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 | $73,974 | $88,751-16.7% | $81,812-9.6% | $145,922-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.32% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,230 | $3,083+69.6% | $2,912+79.6% | $4,660+12.2% |
| Participant deferral / active EE | $10,391 | $4,643+123.8% | $4,319+140.6% | $6,688+55.4% |
| Admin fee / account holder | $62,828 | $8,415+646.6% | $7,386+750.6% | $13,397+369.0% |