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 | $19,589 | $74,888-73.8% | $71,209-72.5% | $142,382-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 78.79% | 345.14%-266.3pp | 282.51%-203.7pp | 217.08%-138.3pp |
| Employer contribution / active EE | $9,160 | $2,854+220.9% | $2,721+236.6% | $4,299+113.1% |
| Participant deferral / active EE | $6,655 | $4,454+49.4% | $4,175+59.4% | $6,507+2.3% |
| Admin fee / account holder | $6,929 | $5,568+24.4% | $5,349+29.6% | $12,624-45.1% |