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 | $69,560 | $102,604-32.2% | $86,188-19.3% | $139,434-50.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.81% | 1922.51%-1909.7pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,771 | $3,032+90.3% | $2,380+142.5% | $4,751+21.5% |
| Participant deferral / active EE | $4,666 | $4,676-0.2% | $3,985+17.1% | $6,710-30.5% |
| Admin fee / account holder | $1,389 | $8,657-84.0% | $6,852-79.7% | $11,403-87.8% |