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 | $102,632 | $68,097+50.7% | $62,929+63.1% | $137,256-25.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.03% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,799 | $2,811-0.4% | $2,505+11.8% | $4,156-32.7% |
| Participant deferral / active EE | $2,799 | $4,553-38.5% | $3,888-28.0% | $6,407-56.3% |
| Admin fee / account holder | $1,924 | $6,521-70.5% | $5,065-62.0% | $12,270-84.3% |