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 | $45,885 | $100,852-54.5% | $90,404-49.2% | $158,922-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.48% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $5,502 | $3,689+49.2% | $3,262+68.7% | $4,761+15.6% |
| Participant deferral / active EE | $4,975 | $4,348+14.4% | $3,963+25.5% | $5,982-16.8% |
| Admin fee / account holder | $6,281 | $6,501-3.4% | $5,611+11.9% | $11,246-44.1% |