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 | $67,841 | $99,020-31.5% | $86,590-21.7% | $147,584-54.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.56% | 1312.34%-1302.8pp | 964.84%-955.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,104 | $3,132+31.0% | $2,839+44.5% | $4,876-15.8% |
| Participant deferral / active EE | $2,270 | $3,972-42.8% | $3,609-37.1% | $5,439-58.3% |
| Admin fee / account holder | $16,718 | $5,710+192.8% | $4,906+240.8% | $10,885+53.6% |