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 | $92,611 | $92,703-0.1% | $82,719+12.0% | $134,475-31.1% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | 48.39% | 944.92%-896.5pp | 701.18%-652.8pp | 417.96%-369.6pp |
| Employer contribution / active EE | $3,333 | $3,274+1.8% | $3,009+10.8% | $4,740-29.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,489 | $5,983-25.0% | $5,329-15.8% | $11,426-60.7% |