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 | $94,098 | $100,852-6.7% | $90,404+4.1% | $158,922-40.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.36% | 1724.20%-1708.8pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,105 | $3,689-70.0% | $3,262-66.1% | $4,761-76.8% |
| Participant deferral / active EE | $1,972 | $4,348-54.6% | $3,963-50.2% | $5,982-67.0% |
| Admin fee / account holder | $1,278 | $6,501-80.3% | $5,611-77.2% | $11,246-88.6% |