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 | $116,271 | $100,852+15.3% | $90,404+28.6% | $158,922-26.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.43% | 1724.20%-1715.8pp | 1293.02%-1284.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,674 | $3,689-27.5% | $3,262-18.0% | $4,761-43.8% |
| Participant deferral / active EE | $7,012 | $4,348+61.3% | $3,963+76.9% | $5,982+17.2% |
| Admin fee / account holder | $2,149 | $6,501-67.0% | $5,611-61.7% | $11,246-80.9% |