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 | $71,297 | $96,305-26.0% | $80,569-11.5% | $139,434-48.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 27.10% | 1350.08%-1323.0pp | 935.43%-908.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,782 | $3,262-14.7% | $2,723+2.1% | $4,751-41.4% |
| Participant deferral / active EE | $6,076 | $5,232+16.1% | $4,447+36.6% | $6,710-9.5% |
| Admin fee / account holder | $391 | $6,599-94.1% | $5,377-92.7% | $11,403-96.6% |