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 | $55,111 | $109,817-49.8% | $98,442-44.0% | $167,490-67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.20% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $9,917 | $3,224+207.6% | $2,960+235.1% | $4,837+105.0% |
| Participant deferral / active EE | $4,614 | $4,673-1.3% | $4,276+7.9% | $6,341-27.2% |
| Admin fee / account holder | $5,126 | $6,753-24.1% | $5,949-13.8% | $12,309-58.4% |