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 | $72,530 | $115,882-37.4% | $100,516-27.8% | $158,922-54.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.61% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $20,675 | $4,103+403.9% | $3,418+505.0% | $4,761+334.2% |
| Participant deferral / active EE | $8,767 | $6,674+31.4% | $6,270+39.8% | $5,982+46.6% |
| Admin fee / account holder | $537 | $10,995-95.1% | $8,081-93.4% | $11,246-95.2% |