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 | $59,767 | $126,574-52.8% | $106,213-43.7% | $145,922-59.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.40% | 224.79%-216.4pp | 116.14%-107.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $9,789 | $3,730+162.4% | $3,171+208.6% | $4,660+110.1% |
| Participant deferral / active EE | $10,017 | $5,724+75.0% | $5,016+99.7% | $6,688+49.8% |
| Admin fee / account holder | $141,865 | $17,304+719.9% | $11,033+1185.8% | $13,397+958.9% |