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 | $58,314 | $98,750-40.9% | $149,696-61.0% | $79,858-27.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.67% | 27.43%-2.8pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $12,441 | $3,216+286.8% | $4,644+167.9% | $2,471+403.5% |
| Participant deferral / active EE | $7,248 | $5,680+27.6% | $6,842+5.9% | $3,740+93.8% |
| Admin fee / account holder | $565 | $6,053-90.7% | $9,309-93.9% | $5,306-89.4% |