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 | $59,763 | $124,185-51.9% | $108,410-44.9% | $167,490-64.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.89% | 1379.64%-1344.8pp | 905.27%-870.4pp | 478.56%-443.7pp |
| Employer contribution / active EE | $3,420 | $4,187-18.3% | $3,558-3.9% | $4,837-29.3% |
| Participant deferral / active EE | $6,273 | $6,908-9.2% | $6,563-4.4% | $6,341-1.1% |
| Admin fee / account holder | $21,351 | $9,455+125.8% | $7,295+192.7% | $12,309+73.5% |