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 | $110,921 | $169,032-34.4% | $129,207-14.2% | $145,922-24.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.40% | 14330.11%-14311.7pp | 9417.33%-9398.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,465 | $5,537-55.5% | $4,153-40.7% | $4,660-47.1% |
| Participant deferral / active EE | $8,372 | $4,987+67.9% | $4,168+100.9% | $6,688+25.2% |
| Admin fee / account holder | $16,499 | $9,954+65.7% | $7,715+113.9% | $13,397+23.2% |