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 | $142,958 | $155,788-8.2% | $124,672+14.7% | $167,490-14.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.27% | 17.97%+2.3pp | 5142.93%-5122.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $3,375 | $4,163-18.9% | $3,324+1.6% | $4,837-30.2% |
| Participant deferral / active EE | $3,228 | $5,673-43.1% | $4,614-30.1% | $6,341-49.1% |
| Admin fee / account holder | $1,300 | $9,531-86.4% | $7,493-82.6% | $12,309-89.4% |