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 | $83,139 | $96,305-13.7% | $80,569+3.2% | $139,434-40.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1350.08%-1336.6pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,995 | $3,262-8.2% | $2,723+10.0% | $4,751-37.0% |
| Participant deferral / active EE | $8,148 | $5,232+55.7% | $4,447+83.2% | $6,710+21.4% |
| Admin fee / account holder | $20,480 | $6,599+210.4% | $5,377+280.9% | $11,403+79.6% |