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 | $96,077 | $102,604-6.4% | $86,188+11.5% | $139,434-31.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 1922.51%-1906.0pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,333 | $3,032-56.0% | $2,380-44.0% | $4,751-71.9% |
| Participant deferral / active EE | $1,529 | $4,676-67.3% | $3,985-61.6% | $6,710-77.2% |
| Admin fee / account holder | $1,109 | $8,657-87.2% | $6,852-83.8% | $11,403-90.3% |