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 7-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 | $105,411 | $88,710+18.8% | $81,783+28.9% | $145,959-27.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.39% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $9,477 | $3,083+207.4% | $2,913+225.4% | $4,661+103.3% |
| Participant deferral / active EE | $9,352 | $4,645+101.4% | $4,320+116.5% | $6,689+39.8% |
| Admin fee / account holder | $10,314 | $8,407+22.7% | $7,380+39.8% | $13,398-23.0% |