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 | $121,072 | $109,817+10.2% | $98,442+23.0% | $167,490-27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.46% | 1956.69%-1943.2pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,274 | $3,224-29.4% | $2,960-23.2% | $4,837-53.0% |
| Participant deferral / active EE | $3,856 | $4,673-17.5% | $4,276-9.8% | $6,341-39.2% |
| Admin fee / account holder | $3,541 | $6,753-47.6% | $5,949-40.5% | $12,309-71.2% |