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 | $65,965 | $72,400-8.9% | $67,502-2.3% | $145,922-54.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.91% | 7182.46%-7166.6pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,465 | $3,069+12.9% | $2,731+26.9% | $4,660-25.6% |
| Participant deferral / active EE | $4,873 | $4,783+1.9% | $4,000+21.8% | $6,688-27.1% |
| Admin fee / account holder | $4,489 | $5,539-19.0% | $3,998+12.3% | $13,397-66.5% |