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 | $52,449 | $90,397-42.0% | $76,002-31.0% | $145,959-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.70% | 621.97%-610.3pp | 360.07%-348.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $5,262 | $3,317+58.6% | $2,688+95.7% | $4,661+12.9% |
| Participant deferral / active EE | $12,388 | $5,163+139.9% | $4,257+191.0% | $6,689+85.2% |
| Admin fee / account holder | $33,699 | $8,369+302.6% | $6,414+425.4% | $13,398+151.5% |