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 | $86,765 | $102,604-15.4% | $86,188+0.7% | $139,434-37.8% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 13.92% | 1922.51%-1908.6pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,261 | $3,032+7.5% | $2,380+37.0% | $4,751-31.4% |
| Participant deferral / active EE | $2,507 | $4,676-46.4% | $3,985-37.1% | $6,710-62.6% |
| Admin fee / account holder | $1,932 | $8,657-77.7% | $6,852-71.8% | $11,403-83.1% |