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 | $68,936 | $97,757-29.5% | $83,848-17.8% | $135,375-49.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.41% | 1287.37%-1283.0pp | 850.88%-846.5pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,628 | $4,222-37.8% | $3,631-27.6% | $4,779-45.0% |
| Participant deferral / active EE | $8,612 | $4,682+83.9% | $4,082+111.0% | $5,609+53.6% |
| Admin fee / account holder | $586 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |