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 | $110,829 | $84,695+30.9% | $73,843+50.1% | $125,391-11.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.36% | 3123.53%-3121.2pp | 2267.84%-2265.5pp | 282.22%-279.9pp |
| Employer contribution / active EE | $5,842 | $3,123+87.0% | $2,787+109.6% | $4,866+20.1% |
| Participant deferral / active EE | $7,212 | $3,992+80.6% | $3,583+101.3% | $5,352+34.8% |
| Admin fee / account holder | $52,698 | $5,691+826.0% | $4,880+979.8% | $9,540+452.4% |