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 | $116,367 | $156,846-25.8% | $121,098-3.9% | $139,434-16.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 1474.56%-1461.3pp | 985.75%-972.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,417 | $5,536-20.2% | $4,164+6.1% | $4,751-7.0% |
| Participant deferral / active EE | $10,344 | $4,844+113.5% | $4,080+153.6% | $6,710+54.2% |
| Admin fee / account holder | $1,273 | $6,946-81.7% | $5,644-77.5% | $11,403-88.8% |