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 | $69,610 | $74,888-7.0% | $71,209-2.2% | $142,382-51.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.07% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,839 | $2,854+139.6% | $2,721+151.4% | $4,299+59.1% |
| Participant deferral / active EE | $13,355 | $4,454+199.8% | $4,175+219.9% | $6,507+105.2% |
| Admin fee / account holder | $38,356 | $5,568+588.8% | $5,349+617.1% | $12,624+203.8% |