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 | $67,012 | $102,616-34.7% | $81,983-18.3% | $158,922-57.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.44% | 61.04%-51.6pp | 41.31%-31.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $12,721 | $3,240+292.6% | $2,498+409.2% | $4,761+167.2% |
| Participant deferral / active EE | $16,405 | $4,648+252.9% | $3,722+340.7% | $5,982+174.2% |
| Admin fee / account holder | $37,691 | $8,235+357.7% | $5,664+565.5% | $11,246+235.2% |