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 | $87,609 | $104,486-16.2% | $76,817+14.0% | $152,861-42.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.84% | 1013.37%-992.5pp | 1166.11%-1145.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,676 | $3,116+18.0% | $2,302+59.7% | $4,762-22.8% |
| Participant deferral / active EE | $1,539 | $4,236-63.7% | $3,336-53.9% | $5,850-73.7% |
| Admin fee / account holder | $21,578 | $12,275+75.8% | $6,420+236.1% | $11,596+86.1% |