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 | $50,764 | $96,305-47.3% | $80,569-37.0% | $139,434-63.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.50% | 1350.08%-1338.6pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,340 | $3,262-28.3% | $2,723-14.1% | $4,751-50.7% |
| Participant deferral / active EE | $2,340 | $5,232-55.3% | $4,447-47.4% | $6,710-65.1% |
| Admin fee / account holder | $4,468 | $6,599-32.3% | $5,377-16.9% | $11,403-60.8% |