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 | $101,499-6.6% | $147,005-35.5% | $74,546+27.1% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 25.62% | 8732.34%-8706.7pp | 418.76%-393.1pp | 1366.03%-1340.4pp |
| Employer contribution / active EE | $3,566 | $3,811-6.4% | $4,934-27.7% | $2,624+35.9% |
| Participant deferral / active EE | $8,286 | $7,304+13.4% | $8,070+2.7% | $4,347+90.6% |
| Admin fee / account holder | $4,695 | $1,748+168.6% | $13,006-63.9% | $1,944+141.6% |