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 | $89,972 | $100,852-10.8% | $90,404-0.5% | $158,922-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.99% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,892 | $3,689+5.5% | $3,262+19.3% | $4,761-18.3% |
| Participant deferral / active EE | $7,136 | $4,348+64.1% | $3,963+80.0% | $5,982+19.3% |
| Admin fee / account holder | $593 | $6,501-90.9% | $5,611-89.4% | $11,246-94.7% |