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 | $80,156 | $102,604-21.9% | $86,188-7.0% | $139,434-42.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.47% | 1922.51%-1906.0pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,573 | $3,032-48.1% | $2,380-33.9% | $4,751-66.9% |
| Participant deferral / active EE | $11,652 | $4,676+149.2% | $3,985+192.4% | $6,710+73.6% |
| Admin fee / account holder | $672 | $8,657-92.2% | $6,852-90.2% | $11,403-94.1% |