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 | $78,995 | $84,695-6.7% | $73,843+7.0% | $125,391-37.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 12.54% | 3123.53%-3111.0pp | 2267.84%-2255.3pp | 282.22%-269.7pp |
| Employer contribution / active EE | $2,811 | $3,123-10.0% | $2,787+0.8% | $4,866-42.2% |
| Participant deferral / active EE | $4,733 | $3,992+18.6% | $3,583+32.1% | $5,352-11.6% |
| Admin fee / account holder | $2,640 | $5,691-53.6% | $4,880-45.9% | $9,540-72.3% |