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 | $68,944 | $99,020-30.4% | $86,590-20.4% | $147,584-53.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.58% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $17,052 | $3,132+444.4% | $2,839+500.6% | $4,876+249.7% |
| Participant deferral / active EE | $7,644 | $3,972+92.4% | $3,609+111.8% | $5,439+40.6% |
| Admin fee / account holder | $325 | $5,710-94.3% | $4,906-93.4% | $10,885-97.0% |