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 | $70,592 | $150,440-53.1% | $136,294-48.2% | $147,584-52.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.56% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $13,801 | $5,256+162.6% | $4,695+193.9% | $4,876+183.0% |
| Participant deferral / active EE | $8,261 | $6,630+24.6% | $6,247+32.2% | $5,439+51.9% |
| Admin fee / account holder | $4,063 | $10,905-62.7% | $9,243-56.0% | $10,885-62.7% |