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 | $70,905 | $73,515-3.6% | $62,995+12.6% | $147,584-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.93% | 175.43%-160.5pp | 87.57%-72.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,407 | $3,320+2.6% | $2,759+23.5% | $4,876-30.1% |
| Participant deferral / active EE | $4,756 | $4,185+13.6% | $3,329+42.8% | $5,439-12.6% |
| Admin fee / account holder | $6,996 | $5,953+17.5% | $3,600+94.3% | $10,885-35.7% |