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 | $93,142 | $100,041-6.9% | $149,718-37.8% | $70,131+32.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.39% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,109 | $3,662-69.7% | $5,445-79.6% | $2,342-52.6% |
| Participant deferral / active EE | $5,071 | $4,983+1.8% | $6,569-22.8% | $3,332+52.2% |
| Admin fee / account holder | $2,958 | $8,286-64.3% | $11,283-73.8% | $4,645-36.3% |