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 | $90,959 | $100,852-9.8% | $90,404+0.6% | $158,922-42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.45% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,861 | $3,689+4.7% | $3,262+18.4% | $4,761-18.9% |
| Participant deferral / active EE | $2,375 | $4,348-45.4% | $3,963-40.1% | $5,982-60.3% |
| Admin fee / account holder | $1,683 | $6,501-74.1% | $5,611-70.0% | $11,246-85.0% |