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 | $95,399 | $101,499-6.0% | $147,005-35.1% | $74,546+28.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.00% | 8732.34%-8711.3pp | 418.76%-397.8pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $3,312 | $3,811-13.1% | $4,934-32.9% | $2,624+26.2% |
| Participant deferral / active EE | $8,343 | $7,304+14.2% | $8,070+3.4% | $4,347+91.9% |
| Admin fee / account holder | $3,180 | $1,748+82.0% | $13,006-75.5% | $1,944+63.6% |