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 | $129,503 | $88,751+45.9% | $81,812+58.3% | $145,922-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.33% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,385 | $3,083-22.7% | $2,912-18.1% | $4,660-48.8% |
| Participant deferral / active EE | $4,415 | $4,643-4.9% | $4,319+2.2% | $6,688-34.0% |
| Admin fee / account holder | $2,917 | $8,415-65.3% | $7,386-60.5% | $13,397-78.2% |