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 | $89,787 | $156,846-42.8% | $121,098-25.9% | $139,434-35.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.26% | 1474.56%-1457.3pp | 985.75%-968.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,541 | $5,536-54.1% | $4,164-39.0% | $4,751-46.5% |
| Participant deferral / active EE | $8,146 | $4,844+68.1% | $4,080+99.7% | $6,710+21.4% |
| Admin fee / account holder | $8,042 | $6,946+15.8% | $5,644+42.5% | $11,403-29.5% |