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 | $73,678 | $99,020-25.6% | $86,590-14.9% | $147,584-50.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.13% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,118 | $3,132-32.4% | $2,839-25.4% | $4,876-56.6% |
| Participant deferral / active EE | $3,113 | $3,972-21.6% | $3,609-13.7% | $5,439-42.8% |
| Admin fee / account holder | $8,440 | $5,710+47.8% | $4,906+72.0% | $10,885-22.5% |