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 | $88,343 | $102,604-13.9% | $86,188+2.5% | $139,434-36.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1922.51%-1909.3pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $14,264 | $3,032+370.4% | $2,380+499.3% | $4,751+200.2% |
| Participant deferral / active EE | $9,282 | $4,676+98.5% | $3,985+132.9% | $6,710+38.3% |
| Admin fee / account holder | $9,075 | $8,657+4.8% | $6,852+32.5% | $11,403-20.4% |