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 | $49,614 | $70,756-29.9% | $65,493-24.2% | $142,382-65.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.18% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,159 | $2,881+113.8% | $2,574+139.2% | $4,299+43.3% |
| Participant deferral / active EE | $3,639 | $4,637-21.5% | $3,961-8.1% | $6,507-44.1% |
| Admin fee / account holder | $12,237 | $6,559+86.6% | $5,028+143.4% | $12,624-3.1% |