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 | $53,527 | $53,5160% | $126,539-57.7% | $84,808-36.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.34% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,881 | $1,535+87.7% | $3,674-21.6% | $2,631+9.5% |
| Participant deferral / active EE | $4,631 | $2,671+73.4% | $4,083+13.4% | $4,212+10.0% |
| Admin fee / account holder | $742 | $4,497-83.5% | $6,065-87.8% | $7,344-89.9% |