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 | $129,992 | $97,757+33.0% | $83,848+55.0% | $135,375-4.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.35% | 1287.37%-1280.0pp | 850.88%-843.5pp | 519.73%-512.4pp |
| Employer contribution / active EE | $9,124 | $4,222+116.1% | $3,631+151.3% | $4,779+90.9% |
| Participant deferral / active EE | $4,635 | $4,682-1.0% | $4,082+13.6% | $5,609-17.4% |
| Admin fee / account holder | $1,561 | $6,674-76.6% | $5,478-71.5% | $10,827-85.6% |