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 | $49,001 | $99,020-50.5% | $86,590-43.4% | $147,584-66.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.88% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,910 | $3,132+56.8% | $2,839+72.9% | $4,876+0.7% |
| Participant deferral / active EE | $9,049 | $3,972+127.8% | $3,609+150.8% | $5,439+66.4% |
| Admin fee / account holder | $454 | $5,710-92.0% | $4,906-90.7% | $10,885-95.8% |