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 | $45,594 | $88,751-48.6% | $81,812-44.3% | $145,922-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $15,261 | $3,083+395.0% | $2,912+424.0% | $4,660+227.5% |
| Participant deferral / active EE | $5,051 | $4,643+8.8% | $4,319+17.0% | $6,688-24.5% |
| Admin fee / account holder | $113,224 | $8,415+1245.4% | $7,386+1433.0% | $13,397+745.1% |