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 | $80,660 | $101,317-20.4% | $146,958-45.1% | $74,495+8.3% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.44% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,213 | $3,810-15.7% | $4,933-34.9% | $2,623+22.5% |
| Participant deferral / active EE | $6,548 | $7,303-10.3% | $8,070-18.9% | $4,346+50.7% |
| Admin fee / account holder | $5,765 | $1,739+231.6% | $12,998-55.6% | $1,942+196.9% |