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 | $72,517 | $97,757-25.8% | $83,848-13.5% | $135,375-46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.75% | 1287.37%-1273.6pp | 850.88%-837.1pp | 519.73%-506.0pp |
| Employer contribution / active EE | $8,159 | $4,222+93.3% | $3,631+124.7% | $4,779+70.7% |
| Participant deferral / active EE | $7,960 | $4,682+70.0% | $4,082+95.0% | $5,609+41.9% |
| Admin fee / account holder | $679 | $6,674-89.8% | $5,478-87.6% | $10,827-93.7% |