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 | $77,502 | $100,852-23.2% | $90,404-14.3% | $158,922-51.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.16% | 1724.20%-1714.0pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $7,727 | $3,689+109.5% | $3,262+136.9% | $4,761+62.3% |
| Participant deferral / active EE | $6,756 | $4,348+55.4% | $3,963+70.5% | $5,982+12.9% |
| Admin fee / account holder | $78,143 | $6,501+1102.0% | $5,611+1292.7% | $11,246+594.9% |