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 | $87,907 | $97,757-10.1% | $83,848+4.8% | $135,375-35.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.20% | 1287.37%-1281.2pp | 850.88%-844.7pp | 519.73%-513.5pp |
| Employer contribution / active EE | $3,512 | $4,222-16.8% | $3,631-3.3% | $4,779-26.5% |
| Participant deferral / active EE | $3,311 | $4,682-29.3% | $4,082-18.9% | $5,609-41.0% |
| Admin fee / account holder | $16,398 | $6,674+145.7% | $5,478+199.3% | $10,827+51.5% |