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 | $65,134 | $198,466-67.2% | $170,442-61.8% | $147,584-55.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.27% | 257.29%-246.0pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $10,649 | $6,184+72.2% | $5,433+96.0% | $4,876+118.4% |
| Participant deferral / active EE | $8,250 | $5,629+46.6% | $4,939+67.0% | $5,439+51.7% |
| Admin fee / account holder | $670 | $16,852-96.0% | $13,880-95.2% | $10,885-93.8% |