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 | $74,771 | $99,020-24.5% | $86,590-13.6% | $147,584-49.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.40% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,262 | $3,132+4.1% | $2,839+14.9% | $4,876-33.1% |
| Participant deferral / active EE | $5,409 | $3,972+36.2% | $3,609+49.9% | $5,439-0.5% |
| Admin fee / account holder | $823 | $5,710-85.6% | $4,906-83.2% | $10,885-92.4% |