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 | $83,452 | $84,695-1.5% | $73,843+13.0% | $125,391-33.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.87% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,552 | $3,123-50.3% | $2,787-44.3% | $4,866-68.1% |
| Participant deferral / active EE | $5,897 | $3,992+47.7% | $3,583+64.6% | $5,352+10.2% |
| Admin fee / account holder | $1,566 | $5,691-72.5% | $4,880-67.9% | $9,540-83.6% |