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 | $97,170 | $176,662-45.0% | $130,648-25.6% | $152,861-36.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.10% | 2692.24%-2683.1pp | 1708.96%-1699.9pp | 345.32%-336.2pp |
| Employer contribution / active EE | $8,067 | $5,742+40.5% | $4,092+97.2% | $4,762+69.4% |
| Participant deferral / active EE | $6,945 | $4,361+59.2% | $3,603+92.8% | $5,850+18.7% |
| Admin fee / account holder | $5,907 | $7,133-17.2% | $5,464+8.1% | $11,596-49.1% |