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 | $76,787 | $101,499-24.3% | $147,005-47.8% | $74,546+3.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.12% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,249 | $3,811+11.5% | $4,934-13.9% | $2,624+61.9% |
| Participant deferral / active EE | $7,427 | $7,304+1.7% | $8,070-8.0% | $4,347+70.8% |
| Admin fee / account holder | $8,394 | $1,748+380.3% | $13,006-35.5% | $1,944+331.9% |