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 | $89,684 | $88,710+1.1% | $81,783+9.7% | $145,959-38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.53% | 1027.26%-1008.7pp | 775.05%-756.5pp | 561.95%-543.4pp |
| Employer contribution / active EE | $2,174 | $3,083-29.5% | $2,913-25.4% | $4,661-53.4% |
| Participant deferral / active EE | $5,184 | $4,645+11.6% | $4,320+20.0% | $6,689-22.5% |
| Admin fee / account holder | $4,998 | $8,407-40.5% | $7,380-32.3% | $13,398-62.7% |