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 | $92,421 | $104,106-11.2% | $71,086+30.0% | $135,375-31.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 7.80% | 1256.30%-1248.5pp | 650.59%-642.8pp | 519.73%-511.9pp |
| Employer contribution / active EE | $6,871 | $1,485+362.7% | $1,088+531.7% | $4,779+43.8% |
| Participant deferral / active EE | $1,264 | $2,527-50.0% | $1,874-32.5% | $5,609-77.5% |
| Admin fee / account holder | $4,404 | $4,142+6.3% | $3,082+42.9% | $10,827-59.3% |