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 | $53,754 | $76,738-30.0% | $56,411-4.7% | $145,922-63.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.68% | 2994.23%-2975.5pp | 1701.33%-1682.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,032 | $1,380+47.2% | $1,039+95.6% | $4,660-56.4% |
| Participant deferral / active EE | $5,067 | $2,623+93.2% | $1,952+159.6% | $6,688-24.2% |
| Admin fee / account holder | $1,961 | $3,334-41.2% | $2,829-30.7% | $13,397-85.4% |