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 | $65,214 | $99,020-34.1% | $86,590-24.7% | $147,584-55.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.86% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,518 | $3,132+12.3% | $2,839+23.9% | $4,876-27.9% |
| Participant deferral / active EE | $6,308 | $3,972+58.8% | $3,609+74.8% | $5,439+16.0% |
| Admin fee / account holder | $1,389 | $5,710-75.7% | $4,906-71.7% | $10,885-87.2% |