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 | $87,845 | $99,020-11.3% | $86,590+1.4% | $147,584-40.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.67% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,738 | $3,132-12.6% | $2,839-3.6% | $4,876-43.9% |
| Participant deferral / active EE | $5,217 | $3,972+31.3% | $3,609+44.6% | $5,439-4.1% |
| Admin fee / account holder | $7,853 | $5,710+37.5% | $4,906+60.1% | $10,885-27.9% |