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 | $82,749 | $100,852-18.0% | $90,404-8.5% | $158,922-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.27% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,021 | $3,689-18.1% | $3,262-7.4% | $4,761-36.5% |
| Participant deferral / active EE | $5,422 | $4,348+24.7% | $3,963+36.8% | $5,982-9.4% |
| Admin fee / account holder | $326 | $6,501-95.0% | $5,611-94.2% | $11,246-97.1% |