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 | $65,309 | $99,020-34.0% | $86,590-24.6% | $147,584-55.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.73% | 1312.34%-1301.6pp | 964.84%-954.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,240 | $3,132+3.5% | $2,839+14.1% | $4,876-33.6% |
| Participant deferral / active EE | $12,960 | $3,972+226.3% | $3,609+259.1% | $5,439+138.3% |
| Admin fee / account holder | $596 | $5,710-89.6% | $4,906-87.9% | $10,885-94.5% |