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 | $74,239 | $109,817-32.4% | $98,442-24.6% | $167,490-55.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.42% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $6,751 | $3,224+109.4% | $2,960+128.1% | $4,837+39.6% |
| Participant deferral / active EE | $6,937 | $4,673+48.4% | $4,276+62.2% | $6,341+9.4% |
| Admin fee / account holder | $4,598 | $6,753-31.9% | $5,949-22.7% | $12,309-62.6% |