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 | $73,850 | $109,817-32.8% | $98,442-25.0% | $167,490-55.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.94% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $11,668 | $3,224+261.9% | $2,960+294.2% | $4,837+141.2% |
| Participant deferral / active EE | $16,004 | $4,673+242.5% | $4,276+274.3% | $6,341+152.4% |
| Admin fee / account holder | $120,960 | $6,753+1691.3% | $5,949+1933.2% | $12,309+882.7% |