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 6-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 | $61,797 | $96,305-35.8% | $80,569-23.3% | $139,434-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.83% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $11,373 | $3,262+248.6% | $2,723+317.6% | $4,751+139.4% |
| Participant deferral / active EE | $8,357 | $5,232+59.7% | $4,447+87.9% | $6,710+24.5% |
| Admin fee / account holder | $1,330 | $6,599-79.8% | $5,377-75.3% | $11,403-88.3% |