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 | $74,858 | $100,852-25.8% | $90,404-17.2% | $158,922-52.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.67% | 1724.20%-1713.5pp | 1293.02%-1282.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $4,325 | $3,689+17.2% | $3,262+32.6% | $4,761-9.2% |
| Participant deferral / active EE | $8,794 | $4,348+102.3% | $3,963+121.9% | $5,982+47.0% |
| Admin fee / account holder | $4,559 | $6,501-29.9% | $5,611-18.7% | $11,246-59.5% |