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 | $79,595 | $104,486-23.8% | $76,817+3.6% | $152,861-47.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 32.27% | 1013.37%-981.1pp | 1166.11%-1133.8pp | 345.32%-313.0pp |
| Employer contribution / active EE | $555 | $3,116-82.2% | $2,302-75.9% | $4,762-88.3% |
| Participant deferral / active EE | $6,333 | $4,236+49.5% | $3,336+89.9% | $5,850+8.3% |
| Admin fee / account holder | $35,185 | $12,275+186.6% | $6,420+448.1% | $11,596+203.4% |