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 | $79,110 | $102,966-23.2% | $90,281-12.4% | $152,861-48.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.09% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $12,065 | $3,139+284.4% | $2,854+322.7% | $4,762+153.3% |
| Participant deferral / active EE | $12,313 | $4,281+187.6% | $3,885+216.9% | $5,850+110.5% |
| Admin fee / account holder | $351 | $6,171-94.3% | $5,351-93.4% | $11,596-97.0% |