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 | $94,768 | $101,317-6.5% | $146,958-35.5% | $74,495+27.2% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 25.62% | 8730.91%-8705.3pp | 418.34%-392.7pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $3,566 | $3,810-6.4% | $4,933-27.7% | $2,623+35.9% |
| Participant deferral / active EE | $8,286 | $7,303+13.5% | $8,070+2.7% | $4,346+90.7% |
| Admin fee / account holder | $4,695 | $1,739+170.0% | $12,998-63.9% | $1,942+141.8% |