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 | $62,535 | $70,756-11.6% | $65,493-4.5% | $142,382-56.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.93% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,681 | $2,881+27.8% | $2,574+43.0% | $4,299-14.4% |
| Participant deferral / active EE | $11,489 | $4,637+147.7% | $3,961+190.0% | $6,507+76.6% |
| Admin fee / account holder | $3,481 | $6,559-46.9% | $5,028-30.8% | $12,624-72.4% |