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 | $81,990 | $101,317-19.1% | $146,958-44.2% | $74,495+10.1% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.0pp |
| Annual return | 32.20% | 8730.91%-8698.7pp | 418.34%-386.1pp | 1364.94%-1332.7pp |
| Employer contribution / active EE | $3,005 | $3,810-21.1% | $4,933-39.1% | $2,623+14.6% |
| Participant deferral / active EE | $9,734 | $7,303+33.3% | $8,070+20.6% | $4,346+124.0% |
| Admin fee / account holder | $6,438 | $1,739+270.2% | $12,998-50.5% | $1,942+231.5% |