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 | $102,203 | $99,020+3.2% | $86,590+18.0% | $147,584-30.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $9,232 | $3,132+194.8% | $2,839+225.1% | $4,876+89.3% |
| Participant deferral / active EE | $9,232 | $3,972+132.4% | $3,609+155.8% | $5,439+69.7% |
| Admin fee / account holder | $45,555 | $5,710+697.8% | $4,906+828.6% | $10,885+318.5% |