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 | $52,257 | $185,822-71.9% | $169,993-69.3% | $139,434-62.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 88.20% | 60.50%+27.7pp | 53.37%+34.8pp | 372.94%-284.7pp |
| Employer contribution / active EE | $17,029 | $7,590+124.4% | $6,785+151.0% | $4,751+258.4% |
| Participant deferral / active EE | $10,216 | $11,622-12.1% | $10,408-1.8% | $6,710+52.3% |
| Admin fee / account holder | $8,856 | $15,381-42.4% | $12,815-30.9% | $11,403-22.3% |