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 | $69,753 | $73,515-5.1% | $62,995+10.7% | $147,584-52.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.38% | 175.43%-162.1pp | 87.57%-74.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,482 | $3,320+125.3% | $2,759+171.2% | $4,876+53.4% |
| Participant deferral / active EE | $25,550 | $4,185+510.5% | $3,329+667.4% | $5,439+369.8% |
| Admin fee / account holder | $658 | $5,953-88.9% | $3,600-81.7% | $10,885-94.0% |