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 | $64,492 | $99,020-34.9% | $86,590-25.5% | $147,584-56.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 57.36% | 1312.34%-1255.0pp | 964.84%-907.5pp | 578.55%-521.2pp |
| Employer contribution / active EE | $1,572 | $3,132-49.8% | $2,839-44.6% | $4,876-67.8% |
| Participant deferral / active EE | $3,582 | $3,972-9.8% | $3,609-0.7% | $5,439-34.1% |
| Admin fee / account holder | $10,727 | $5,710+87.8% | $4,906+118.7% | $10,885-1.5% |