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 | $68,882 | $102,604-32.9% | $86,188-20.1% | $139,434-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.50% | 1922.51%-1913.0pp | 1168.45%-1159.0pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,519 | $3,032+16.0% | $2,380+47.8% | $4,751-25.9% |
| Participant deferral / active EE | $7,320 | $4,676+56.6% | $3,985+83.7% | $6,710+9.1% |
| Admin fee / account holder | $597 | $8,657-93.1% | $6,852-91.3% | $11,403-94.8% |