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 | $55,148 | $165,912-66.8% | $122,332-54.9% | $147,584-62.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.48% | 34.55%-13.1pp | 30.27%-8.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $13,761 | $5,754+139.1% | $4,050+239.7% | $4,876+182.2% |
| Participant deferral / active EE | $8,648 | $4,005+115.9% | $3,287+163.1% | $5,439+59.0% |
| Admin fee / account holder | $627 | $7,424-91.6% | $5,478-88.6% | $10,885-94.2% |