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 | $89,243 | $144,119-38.1% | $117,854-24.3% | $147,584-39.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.27% | 531.15%-519.9pp | 335.08%-323.8pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,872 | $4,896-20.9% | $3,786+2.3% | $4,876-20.6% |
| Participant deferral / active EE | $10,890 | $5,316+104.9% | $4,482+143.0% | $5,439+100.2% |
| Admin fee / account holder | $2,821 | $10,886-74.1% | $8,020-64.8% | $10,885-74.1% |