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 | $65,757 | $109,817-40.1% | $98,442-33.2% | $167,490-60.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.99% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,344 | $3,224+34.7% | $2,960+46.8% | $4,837-10.2% |
| Participant deferral / active EE | $6,478 | $4,673+38.6% | $4,276+51.5% | $6,341+2.2% |
| Admin fee / account holder | $10,638 | $6,753+57.5% | $5,949+78.8% | $12,309-13.6% |