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 | $68,495 | $82,630-17.1% | $64,105+6.8% | $125,391-45.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.27% | 1489.72%-1486.5pp | 791.24%-788.0pp | 282.22%-279.0pp |
| Employer contribution / active EE | $15,723 | $2,671+488.6% | $1,820+763.9% | $4,866+223.1% |
| Participant deferral / active EE | $7,440 | $3,608+106.2% | $2,822+163.7% | $5,352+39.0% |
| Admin fee / account holder | $9,172 | $6,382+43.7% | $4,499+103.8% | $9,540-3.9% |