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 | $97,217 | $109,817-11.5% | $98,442-1.2% | $167,490-42.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.05% | 1956.69%-1942.6pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,944 | $3,224-8.7% | $2,960-0.5% | $4,837-39.1% |
| Participant deferral / active EE | $7,988 | $4,673+70.9% | $4,276+86.8% | $6,341+26.0% |
| Admin fee / account holder | $1,946 | $6,753-71.2% | $5,949-67.3% | $12,309-84.2% |