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 | $107,923 | $88,751+21.6% | $81,812+31.9% | $145,922-26.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.95% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,903 | $3,083-5.8% | $2,912-0.3% | $4,660-37.7% |
| Participant deferral / active EE | $2,500 | $4,643-46.2% | $4,319-42.1% | $6,688-62.6% |
| Admin fee / account holder | $7,867 | $8,415-6.5% | $7,386+6.5% | $13,397-41.3% |