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 | $80,605 | $155,788-48.3% | $124,672-35.3% | $167,490-51.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.34% | 17.97%+0.4pp | 5142.93%-5124.6pp | 478.56%-460.2pp |
| Employer contribution / active EE | $12,133 | $4,163+191.4% | $3,324+265.1% | $4,837+150.8% |
| Participant deferral / active EE | $14,461 | $5,673+154.9% | $4,614+213.4% | $6,341+128.0% |
| Admin fee / account holder | $968 | $9,531-89.8% | $7,493-87.1% | $12,309-92.1% |