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 | $19,176 | $74,888-74.4% | $71,209-73.1% | $142,382-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.24% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $22,092 | $2,854+674.0% | $2,721+711.9% | $4,299+413.9% |
| Participant deferral / active EE | $23,532 | $4,454+428.3% | $4,175+463.6% | $6,507+261.6% |
| Admin fee / account holder | $34,581 | $5,568+521.0% | $5,349+546.5% | $12,624+173.9% |