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 | $90,925 | $100,852-9.8% | $90,404+0.6% | $158,922-42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.01% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,030 | $3,689+9.3% | $3,262+23.5% | $4,761-15.4% |
| Participant deferral / active EE | $10,724 | $4,348+146.7% | $3,963+170.6% | $5,982+79.3% |
| Admin fee / account holder | $1,655 | $6,501-74.5% | $5,611-70.5% | $11,246-85.3% |