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 | $79,901 | $92,222-13.4% | $76,768+4.1% | $135,375-41.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 87.00% | 5.46%+81.5pp | 2.43%+84.6pp | 519.73%-432.7pp |
| Employer contribution / active EE | $19,814 | $3,216+516.1% | $2,485+697.3% | $4,779+314.6% |
| Participant deferral / active EE | $9,000 | $4,509+99.6% | $3,852+133.7% | $5,609+60.5% |
| Admin fee / account holder | $330 | $10,748-96.9% | $6,675-95.1% | $10,827-97.0% |