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 | $75,609 | $95,561-20.9% | $77,163-2.0% | $139,434-45.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.41% | 54.92%-35.5pp | 37.87%-18.5pp | 372.94%-353.5pp |
| Employer contribution / active EE | $9,437 | $3,147+199.8% | $2,535+272.3% | $4,751+98.6% |
| Participant deferral / active EE | $14,687 | $4,624+217.7% | $3,833+283.2% | $6,710+118.9% |
| Admin fee / account holder | $64,675 | $8,295+679.7% | $5,472+1081.9% | $11,403+467.2% |