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 | $94,494 | $88,751+6.5% | $81,812+15.5% | $145,922-35.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.94% | 1025.40%-1010.5pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,464 | $3,083+12.3% | $2,912+18.9% | $4,660-25.7% |
| Participant deferral / active EE | $8,315 | $4,643+79.1% | $4,319+92.5% | $6,688+24.3% |
| Admin fee / account holder | $3,361 | $8,415-60.1% | $7,386-54.5% | $13,397-74.9% |