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 | $88,068 | $97,757-9.9% | $83,848+5.0% | $135,375-34.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.94% | 1287.37%-1279.4pp | 850.88%-842.9pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,084 | $4,222-3.3% | $3,631+12.5% | $4,779-14.5% |
| Participant deferral / active EE | $7,880 | $4,682+68.3% | $4,082+93.1% | $5,609+40.5% |
| Admin fee / account holder | $601 | $6,674-91.0% | $5,478-89.0% | $10,827-94.5% |