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 | $99,753 | $100,852-1.1% | $90,404+10.3% | $158,922-37.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,889 | $3,689-21.7% | $3,262-11.4% | $4,761-39.3% |
| Participant deferral / active EE | $12,744 | $4,348+193.1% | $3,963+221.5% | $5,982+113.0% |
| Admin fee / account holder | $7,921 | $6,501+21.8% | $5,611+41.2% | $11,246-29.6% |