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 | $102,622 | $155,788-34.1% | $124,672-17.7% | $167,490-38.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.84% | 17.97%-3.1pp | 5142.93%-5128.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,952 | $4,163-29.1% | $3,324-11.2% | $4,837-39.0% |
| Participant deferral / active EE | $4,049 | $5,673-28.6% | $4,614-12.3% | $6,341-36.1% |
| Admin fee / account holder | $11,987 | $9,531+25.8% | $7,493+60.0% | $12,309-2.6% |