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 | $100,120 | $100,852-0.7% | $90,404+10.7% | $158,922-37.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.55% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,886 | $3,689+32.5% | $3,262+49.8% | $4,761+2.6% |
| Participant deferral / active EE | $5,539 | $4,348+27.4% | $3,963+39.8% | $5,982-7.4% |
| Admin fee / account holder | $1,439 | $6,501-77.9% | $5,611-74.3% | $11,246-87.2% |