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 | $118,858 | $100,852+17.9% | $90,404+31.5% | $158,922-25.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.43% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,187 | $3,689+13.5% | $3,262+28.4% | $4,761-12.1% |
| Participant deferral / active EE | $10,417 | $4,348+139.6% | $3,963+162.8% | $5,982+74.1% |
| Admin fee / account holder | $814 | $6,501-87.5% | $5,611-85.5% | $11,246-92.8% |