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 | $115,997 | $102,604+13.1% | $86,188+34.6% | $139,434-16.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.51% | 1922.51%-1911.0pp | 1168.45%-1156.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,294 | $3,032-57.3% | $2,380-45.6% | $4,751-72.8% |
| Participant deferral / active EE | $10,936 | $4,676+133.9% | $3,985+174.4% | $6,710+63.0% |
| Admin fee / account holder | $18,602 | $8,657+114.9% | $6,852+171.5% | $11,403+63.1% |