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 | $112,278 | $109,817+2.2% | $98,442+14.1% | $167,490-33.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.75% | 1956.69%-1941.9pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,509 | $3,224-22.2% | $2,960-15.2% | $4,837-48.1% |
| Participant deferral / active EE | $3,162 | $4,673-32.3% | $4,276-26.1% | $6,341-50.1% |
| Admin fee / account holder | $6,970 | $6,753+3.2% | $5,949+17.2% | $12,309-43.4% |