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 | $65,457 | $99,020-33.9% | $86,590-24.4% | $147,584-55.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 126.62% | 1312.34%-1185.7pp | 964.84%-838.2pp | 578.55%-451.9pp |
| Employer contribution / active EE | $3,948 | $3,132+26.1% | $2,839+39.0% | $4,876-19.0% |
| Participant deferral / active EE | $4,377 | $3,972+10.2% | $3,609+21.3% | $5,439-19.5% |
| Admin fee / account holder | $57,133 | $5,710+900.5% | $4,906+1064.6% | $10,885+424.9% |