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 | $92,614 | $124,185-25.4% | $108,410-14.6% | $167,490-44.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.86% | 1379.64%-1364.8pp | 905.27%-890.4pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,303 | $4,187+2.8% | $3,558+20.9% | $4,837-11.1% |
| Participant deferral / active EE | $14,965 | $6,908+116.6% | $6,563+128.0% | $6,341+136.0% |
| Admin fee / account holder | $47,663 | $9,455+404.1% | $7,295+553.4% | $12,309+287.2% |