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 | $93,315 | $109,817-15.0% | $98,442-5.2% | $167,490-44.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.28% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,253 | $3,224-30.1% | $2,960-23.9% | $4,837-53.4% |
| Participant deferral / active EE | $2,969 | $4,673-36.5% | $4,276-30.6% | $6,341-53.2% |
| Admin fee / account holder | $8,596 | $6,753+27.3% | $5,949+44.5% | $12,309-30.2% |