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 | $92,201 | $100,852-8.6% | $90,404+2.0% | $158,922-42.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.48% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $8,121 | $3,689+120.2% | $3,262+149.0% | $4,761+70.6% |
| Participant deferral / active EE | $7,684 | $4,348+76.7% | $3,963+93.9% | $5,982+28.5% |
| Admin fee / account holder | $560 | $6,501-91.4% | $5,611-90.0% | $11,246-95.0% |