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 | $74,112 | $165,984-55.3% | $164,813-55.0% | $145,922-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.19% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $7,500 | $5,273+42.2% | $4,341+72.8% | $4,660+61.0% |
| Participant deferral / active EE | $7,625 | $6,959+9.6% | $6,031+26.4% | $6,688+14.0% |
| Admin fee / account holder | $400 | $16,648-97.6% | $12,690-96.8% | $13,397-97.0% |