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 | $80,794 | $99,020-18.4% | $86,590-6.7% | $147,584-45.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.06% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $4,807 | $3,132+53.5% | $2,839+69.3% | $4,876-1.4% |
| Participant deferral / active EE | $15,067 | $3,972+279.3% | $3,609+317.5% | $5,439+177.0% |
| Admin fee / account holder | $71,639 | $5,710+1154.6% | $4,906+1360.3% | $10,885+558.1% |