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 | $92,434 | $99,020-6.7% | $86,590+6.7% | $147,584-37.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.20% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $5,424 | $3,132+73.2% | $2,839+91.0% | $4,876+11.2% |
| Participant deferral / active EE | $6,286 | $3,972+58.3% | $3,609+74.2% | $5,439+15.6% |
| Admin fee / account holder | $25,006 | $5,710+337.9% | $4,906+409.7% | $10,885+129.7% |