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 | $92,038 | $99,020-7.1% | $86,590+6.3% | $147,584-37.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.81% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,368 | $3,132-24.4% | $2,839-16.6% | $4,876-51.4% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $3,609+3.4% | $5,439-31.4% |
| Admin fee / account holder | $99,227 | $5,710+1637.7% | $4,906+1922.7% | $10,885+811.6% |