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 | $64,884 | $183,963-64.7% | $162,163-60.0% | $152,861-57.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.16% | 150.76%-133.6pp | 115.59%-98.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,727 | $6,371-57.2% | $5,614-51.4% | $4,762-42.7% |
| Participant deferral / active EE | $3,412 | $8,034-57.5% | $7,298-53.2% | $5,850-41.7% |
| Admin fee / account holder | $1,961 | $13,121-85.1% | $10,843-81.9% | $11,596-83.1% |