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 | $54,692 | $58,694-6.8% | $142,863-61.7% | $85,850-36.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 40.13% | 27.72%+12.4pp | 5637.54%-5597.4pp | 318.53%-278.4pp |
| Employer contribution / active EE | $2,774 | $1,423+95.0% | $4,144-33.1% | $2,565+8.1% |
| Participant deferral / active EE | $2,793 | $2,607+7.1% | $3,837-27.2% | $3,952-29.3% |
| Admin fee / account holder | $619 | $4,239-85.4% | $6,560-90.6% | $6,260-90.1% |