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 | $64,547 | $165,335-61.0% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.28% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $11,939 | $5,103+134.0% | $4,644+157.1% | $4,761+150.8% |
| Participant deferral / active EE | $11,461 | $7,181+59.6% | $6,842+67.5% | $5,982+91.6% |
| Admin fee / account holder | $493 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |