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 | $108,200 | $100,852+7.3% | $90,404+19.7% | $158,922-31.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.89% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,786 | $3,689+2.6% | $3,262+16.1% | $4,761-20.5% |
| Participant deferral / active EE | $4,604 | $4,348+5.9% | $3,963+16.2% | $5,982-23.0% |
| Admin fee / account holder | $798 | $6,501-87.7% | $5,611-85.8% | $11,246-92.9% |