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 | $55,131 | $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 | 9.68% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $4,490 | $3,224+39.3% | $2,960+51.7% | $4,837-7.2% |
| Participant deferral / active EE | $4,497 | $4,673-3.8% | $4,276+5.2% | $6,341-29.1% |
| Admin fee / account holder | $18,364 | $6,753+171.9% | $5,949+208.7% | $12,309+49.2% |