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 | $79,121 | $100,852-21.5% | $90,404-12.5% | $158,922-50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.19% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,453 | $3,689-6.4% | $3,262+5.8% | $4,761-27.5% |
| Participant deferral / active EE | $3,347 | $4,348-23.0% | $3,963-15.5% | $5,982-44.0% |
| Admin fee / account holder | $2,606 | $6,501-59.9% | $5,611-53.6% | $11,246-76.8% |