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 | $83,014 | $72,400+14.7% | $67,502+23.0% | $145,922-43.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 7182.46%-7167.0pp | 3512.12%-3496.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,471 | $3,069+45.7% | $2,731+63.7% | $4,660-4.0% |
| Participant deferral / active EE | $9,260 | $4,783+93.6% | $4,000+131.5% | $6,688+38.5% |
| Admin fee / account holder | $2,519 | $5,539-54.5% | $3,998-37.0% | $13,397-81.2% |