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 | $91,757 | $185,200-50.5% | $142,863-35.8% | $167,490-45.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.06% | 8555.70%-8541.6pp | 5637.54%-5623.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,086 | $5,604-62.8% | $4,144-49.6% | $4,837-56.9% |
| Participant deferral / active EE | $3,691 | $4,494-17.9% | $3,837-3.8% | $6,341-41.8% |
| Admin fee / account holder | $716 | $8,031-91.1% | $6,560-89.1% | $12,309-94.2% |