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 | $91,236 | $169,032-46.0% | $129,207-29.4% | $145,922-37.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.16% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,534 | $5,5370% | $4,153+33.3% | $4,660+18.8% |
| Participant deferral / active EE | $7,917 | $4,987+58.7% | $4,168+90.0% | $6,688+18.4% |
| Admin fee / account holder | $4,737 | $9,954-52.4% | $7,715-38.6% | $13,397-64.6% |