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 | $95,098 | $88,751+7.2% | $81,812+16.2% | $145,922-34.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.18% | 1025.40%-1004.2pp | 773.79%-752.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,127 | $3,083-31.0% | $2,912-27.0% | $4,660-54.4% |
| Participant deferral / active EE | $3,247 | $4,643-30.1% | $4,319-24.8% | $6,688-51.5% |
| Admin fee / account holder | $2,847 | $8,415-66.2% | $7,386-61.4% | $13,397-78.7% |