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 | $82,494 | $150,440-45.2% | $136,294-39.5% | $147,584-44.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.75% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $11,002 | $5,256+109.3% | $4,695+134.3% | $4,876+125.6% |
| Participant deferral / active EE | $4,687 | $6,630-29.3% | $6,247-25.0% | $5,439-13.8% |
| Admin fee / account holder | $13,684 | $10,905+25.5% | $9,243+48.0% | $10,885+25.7% |