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 3-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 | $61,378 | $159,901-61.6% | $146,958-58.2% | $145,922-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $12,499 | $5,286+136.5% | $4,933+153.4% | $4,660+168.2% |
| Participant deferral / active EE | $10,220 | $8,428+21.3% | $8,070+26.6% | $6,688+52.8% |
| Admin fee / account holder | $13,922 | $15,044-7.5% | $12,998+7.1% | $13,397+3.9% |