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 | $84,001 | $109,817-23.5% | $98,442-14.7% | $167,490-49.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.65% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $11,331 | $3,224+251.5% | $2,960+282.9% | $4,837+134.2% |
| Participant deferral / active EE | $2,986 | $4,673-36.1% | $4,276-30.2% | $6,341-52.9% |
| Admin fee / account holder | $1,055 | $6,753-84.4% | $5,949-82.3% | $12,309-91.4% |