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 | $76,795 | $159,901-52.0% | $146,958-47.7% | $145,922-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.19% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $12,400 | $5,286+134.6% | $4,933+151.4% | $4,660+166.1% |
| Participant deferral / active EE | $10,294 | $8,428+22.1% | $8,070+27.6% | $6,688+53.9% |
| Admin fee / account holder | $1,897 | $15,044-87.4% | $12,998-85.4% | $13,397-85.8% |