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 | $65,904 | $183,592-64.1% | $155,567-57.6% | $145,959-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $20,711 | $5,315+289.7% | $4,674+343.1% | $4,661+344.4% |
| Participant deferral / active EE | $8,760 | $6,464+35.5% | $5,628+55.7% | $6,689+31.0% |
| Admin fee / account holder | $1,302 | $19,318-93.3% | $15,916-91.8% | $13,398-90.3% |