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 | $73,430 | $73,515-0.1% | $62,995+16.6% | $147,584-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.97% | 175.43%-154.5pp | 87.57%-66.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,772 | $3,320-16.5% | $2,759+0.5% | $4,876-43.2% |
| Participant deferral / active EE | $2,400 | $4,185-42.7% | $3,329-27.9% | $5,439-55.9% |
| Admin fee / account holder | $1,217 | $5,953-79.6% | $3,600-66.2% | $10,885-88.8% |