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 | $71,523 | $100,773-29.0% | $88,946-19.6% | $142,382-49.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.81% | 70.18%-57.4pp | 57.82%-45.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,611 | $2,918+58.0% | $2,555+80.5% | $4,299+7.3% |
| Participant deferral / active EE | $9,552 | $5,230+82.6% | $4,581+108.5% | $6,507+46.8% |
| Admin fee / account holder | $97,027 | $9,693+901.0% | $8,261+1074.5% | $12,624+668.6% |