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 | $57,802 | $98,750-41.5% | $149,696-61.4% | $79,858-27.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 48.19% | 27.43%+20.8pp | 276.60%-228.4pp | 31.71%+16.5pp |
| Employer contribution / active EE | $2,800 | $3,216-12.9% | $4,644-39.7% | $2,471+13.3% |
| Participant deferral / active EE | $5,328 | $5,680-6.2% | $6,842-22.1% | $3,740+42.5% |
| Admin fee / account holder | $382 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |