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 | $101,317-24.2% | $146,958-47.7% | $74,495+3.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.12% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,249 | $3,810+11.5% | $4,933-13.9% | $2,623+62.0% |
| Participant deferral / active EE | $7,427 | $7,303+1.7% | $8,070-8.0% | $4,346+70.9% |
| Admin fee / account holder | $8,394 | $1,739+382.7% | $12,998-35.4% | $1,942+332.3% |