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 | $101,287 | $96,305+5.2% | $80,569+25.7% | $139,434-27.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1350.08%-1338.5pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,795 | $3,262+16.3% | $2,723+39.3% | $4,751-20.1% |
| Participant deferral / active EE | $4,860 | $5,232-7.1% | $4,447+9.3% | $6,710-27.6% |
| Admin fee / account holder | $1,386 | $6,599-79.0% | $5,377-74.2% | $11,403-87.8% |