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 | $110,114 | $102,604+7.3% | $86,188+27.8% | $139,434-21.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.56% | 1922.51%-1911.9pp | 1168.45%-1157.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,328 | $3,032-56.2% | $2,380-44.2% | $4,751-72.0% |
| Participant deferral / active EE | $2,458 | $4,676-47.4% | $3,985-38.3% | $6,710-63.4% |
| Admin fee / account holder | $3,155 | $8,657-63.6% | $6,852-54.0% | $11,403-72.3% |