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 | $68,097-27.1% | $62,929-21.2% | $137,256-63.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.18% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,159 | $2,811+119.1% | $2,505+145.9% | $4,156+48.2% |
| Participant deferral / active EE | $3,639 | $4,553-20.1% | $3,888-6.4% | $6,407-43.2% |
| Admin fee / account holder | $12,237 | $6,521+87.6% | $5,065+141.6% | $12,270-0.3% |