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 | $66,041 | $209,411-68.5% | $178,490-63.0% | $158,922-58.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.25% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,883 | $5,706-67.0% | $5,011-62.4% | $4,761-60.4% |
| Participant deferral / active EE | $9,500 | $5,954+59.5% | $5,202+82.6% | $5,982+58.8% |
| Admin fee / account holder | $10,737 | $17,074-37.1% | $13,984-23.2% | $11,246-4.5% |