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 | $82,942 | $84,695-2.1% | $73,843+12.3% | $125,391-33.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.46% | 3123.53%-3121.1pp | 2267.84%-2265.4pp | 282.22%-279.8pp |
| Employer contribution / active EE | $23,523 | $3,123+653.2% | $2,787+743.9% | $4,866+383.4% |
| Participant deferral / active EE | $21,454 | $3,992+437.4% | $3,583+498.7% | $5,352+300.9% |
| Admin fee / account holder | $4,989 | $5,691-12.3% | $4,880+2.2% | $9,540-47.7% |