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 | $58,094 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-78.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 10.21% | 2.55%+7.7pp | 5.24%+5.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,622 | $2,350+54.1% | $1,844+96.4% | $4,869-25.6% |
| Participant deferral / active EE | $5,600 | $2,962+89.1% | $2,591+116.2% | $5,287+5.9% |
| Admin fee / account holder | $430 | $3,725-88.5% | $2,903-85.2% | $10,132-95.8% |