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 | $80,144 | $100,852-20.5% | $90,404-11.3% | $158,922-49.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 13.33% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,444 | $3,689-33.7% | $3,262-25.1% | $4,761-48.7% |
| Participant deferral / active EE | $10,296 | $4,348+136.8% | $3,963+159.8% | $5,982+72.1% |
| Admin fee / account holder | $910 | $6,501-86.0% | $5,611-83.8% | $11,246-91.9% |