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 | $98,241 | $100,852-2.6% | $90,404+8.7% | $158,922-38.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.13% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,302 | $3,689-10.5% | $3,262+1.2% | $4,761-30.6% |
| Participant deferral / active EE | $7,355 | $4,348+69.2% | $3,963+85.6% | $5,982+22.9% |
| Admin fee / account holder | $1,926 | $6,501-70.4% | $5,611-65.7% | $11,246-82.9% |