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 | $68,277 | $88,751-23.1% | $81,812-16.5% | $145,922-53.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 11.00% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,698 | $3,083+149.7% | $2,912+164.3% | $4,660+65.2% |
| Participant deferral / active EE | $10,311 | $4,643+122.1% | $4,319+138.7% | $6,688+54.2% |
| Admin fee / account holder | $13,614 | $8,415+61.8% | $7,386+84.3% | $13,397+1.6% |