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 7-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 | $95,694 | $72,400+32.2% | $67,502+41.8% | $145,922-34.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.66% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $965 | $3,069-68.6% | $2,731-64.7% | $4,660-79.3% |
| Participant deferral / active EE | $10,857 | $4,783+127.0% | $4,000+171.4% | $6,688+62.3% |
| Admin fee / account holder | $20,496 | $5,539+270.0% | $3,998+412.7% | $13,397+53.0% |