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 | $89,769 | $176,662-49.2% | $130,648-31.3% | $152,861-41.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.75% | 2692.24%-2674.5pp | 1708.96%-1691.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $6,793 | $5,742+18.3% | $4,092+66.0% | $4,762+42.7% |
| Participant deferral / active EE | $6,439 | $4,361+47.6% | $3,603+78.7% | $5,850+10.1% |
| Admin fee / account holder | $764 | $7,133-89.3% | $5,464-86.0% | $11,596-93.4% |