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 | $107,454 | $185,200-42.0% | $142,863-24.8% | $167,490-35.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.86% | 8555.70%-8545.8pp | 5637.54%-5627.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,104 | $5,604-44.6% | $4,144-25.1% | $4,837-35.8% |
| Participant deferral / active EE | $4,733 | $4,494+5.3% | $3,837+23.3% | $6,341-25.4% |
| Admin fee / account holder | $6,535 | $8,031-18.6% | $6,560-0.4% | $12,309-46.9% |