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 | $66,748 | $88,751-24.8% | $81,812-18.4% | $145,922-54.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.08% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,555 | $3,083+15.3% | $2,912+22.1% | $4,660-23.7% |
| Participant deferral / active EE | $4,407 | $4,643-5.1% | $4,319+2.1% | $6,688-34.1% |
| Admin fee / account holder | $35,966 | $8,415+327.4% | $7,386+386.9% | $13,397+168.5% |