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 | $74,002 | $96,305-23.2% | $80,569-8.2% | $139,434-46.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.61% | 1350.08%-1337.5pp | 935.43%-922.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,984 | $3,262-8.5% | $2,723+9.6% | $4,751-37.2% |
| Participant deferral / active EE | $3,815 | $5,232-27.1% | $4,447-14.2% | $6,710-43.1% |
| Admin fee / account holder | $9,721 | $6,599+47.3% | $5,377+80.8% | $11,403-14.7% |