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 | $32,820 | $70,756-53.6% | $65,493-49.9% | $142,382-76.9% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 13.34% | 1754.89%-1741.6pp | 982.45%-969.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,415 | $2,881+88.0% | $2,574+110.4% | $4,299+26.0% |
| Participant deferral / active EE | $9,849 | $4,637+112.4% | $3,961+148.6% | $6,507+51.4% |
| Admin fee / account holder | $125,848 | $6,559+1818.7% | $5,028+2402.8% | $12,624+896.9% |