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 | $84,573 | $81,625+3.6% | $58,482+44.6% | $139,434-39.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 7404.20%-7396.2pp | 4239.32%-4231.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $10,754 | $1,398+669.1% | $1,053+921.0% | $4,751+126.4% |
| Participant deferral / active EE | $11,851 | $2,557+363.5% | $1,924+516.0% | $6,710+76.6% |
| Admin fee / account holder | $4,254 | $3,265+30.3% | $2,516+69.1% | $11,403-62.7% |