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 | $87,165 | $102,604-15.0% | $86,188+1.1% | $139,434-37.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 1922.51%-1906.6pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,547 | $3,032+115.9% | $2,380+175.1% | $4,751+37.8% |
| Participant deferral / active EE | $8,642 | $4,676+84.8% | $3,985+116.9% | $6,710+28.8% |
| Admin fee / account holder | $5,192 | $8,657-40.0% | $6,852-24.2% | $11,403-54.5% |