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 | $94,271 | $99,020-4.8% | $86,590+8.9% | $147,584-36.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,322 | $3,132+133.8% | $2,839+157.9% | $4,876+50.1% |
| Participant deferral / active EE | $9,055 | $3,972+128.0% | $3,609+150.9% | $5,439+66.5% |
| Admin fee / account holder | $19,402 | $5,710+239.8% | $4,906+295.5% | $10,885+78.2% |