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 | $88,720 | $100,852-12.0% | $90,404-1.9% | $158,922-44.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.73% | 1724.20%-1713.5pp | 1293.02%-1282.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,399 | $3,689-62.1% | $3,262-57.1% | $4,761-70.6% |
| Participant deferral / active EE | $2,796 | $4,348-35.7% | $3,963-29.5% | $5,982-53.3% |
| Admin fee / account holder | $9,133 | $6,501+40.5% | $5,611+62.8% | $11,246-18.8% |