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 | $78,651 | $99,921-21.3% | $85,009-7.5% | $145,959-46.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.11% | 83.89%-65.8pp | 66.47%-48.4pp | 561.95%-543.8pp |
| Employer contribution / active EE | $10,390 | $3,233+221.4% | $2,728+280.8% | $4,661+122.9% |
| Participant deferral / active EE | $10,613 | $5,293+100.5% | $4,522+134.7% | $6,689+58.7% |
| Admin fee / account holder | $8,076 | $7,252+11.4% | $6,153+31.3% | $13,398-39.7% |