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 | $74,193 | $93,346-20.5% | $71,796+3.3% | $273,961-72.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 279.67% | 130.39%+149.3pp | 78.04%+201.6pp | 41.45%+238.2pp |
| Employer contribution / active EE | $9,439 | $2,733+245.3% | $1,924+390.5% | $4,869+93.9% |
| Participant deferral / active EE | $7,310 | $3,475+110.4% | $2,794+161.6% | $5,287+38.3% |
| Admin fee / account holder | $695 | $6,571-89.4% | $4,815-85.6% | $10,132-93.1% |