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 | $93,900 | $100,852-6.9% | $90,404+3.9% | $158,922-40.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 15.00% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $6,936 | $3,689+88.0% | $3,262+112.6% | $4,761+45.7% |
| Participant deferral / active EE | $7,461 | $4,348+71.6% | $3,963+88.3% | $5,982+24.7% |
| Admin fee / account holder | $11,788 | $6,501+81.3% | $5,611+110.1% | $11,246+4.8% |