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 | $133,310 | $99,020+34.6% | $86,590+54.0% | $147,584-9.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.07% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $10,462 | $3,132+234.0% | $2,839+268.5% | $4,876+114.5% |
| Participant deferral / active EE | $6,000 | $3,972+51.1% | $3,609+66.3% | $5,439+10.3% |
| Admin fee / account holder | $111,423 | $5,710+1851.3% | $4,906+2171.3% | $10,885+923.6% |