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 | $134,701 | $70,756+90.4% | $65,493+105.7% | $142,382-5.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.86% | 1754.89%-1737.0pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,703 | $2,881-6.2% | $2,574+5.0% | $4,299-37.1% |
| Participant deferral / active EE | $4,243 | $4,637-8.5% | $3,961+7.1% | $6,507-34.8% |
| Admin fee / account holder | $1,183 | $6,559-82.0% | $5,028-76.5% | $12,624-90.6% |