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 | $92,462 | $169,161-45.3% | $129,295-28.5% | $145,959-36.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.04% | 14348.07%-14334.0pp | 9429.28%-9415.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,180 | $5,543-60.7% | $4,157-47.6% | $4,661-53.2% |
| Participant deferral / active EE | $2,180 | $4,989-56.3% | $4,169-47.7% | $6,689-67.4% |
| Admin fee / account holder | $3,626 | $9,878-63.3% | $7,665-52.7% | $13,398-72.9% |