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 | $66,503 | $99,020-32.8% | $86,590-23.2% | $147,584-54.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,344 | $3,132-25.2% | $2,839-17.5% | $4,876-51.9% |
| Participant deferral / active EE | $6,495 | $3,972+63.5% | $3,609+80.0% | $5,439+19.4% |
| Admin fee / account holder | $1,594 | $5,710-72.1% | $4,906-67.5% | $10,885-85.4% |