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 | $83,642 | $99,020-15.5% | $86,590-3.4% | $147,584-43.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.50% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,952 | $3,132-5.7% | $2,839+4.0% | $4,876-39.5% |
| Participant deferral / active EE | $3,690 | $3,972-7.1% | $3,609+2.3% | $5,439-32.2% |
| Admin fee / account holder | $2,516 | $5,710-55.9% | $4,906-48.7% | $10,885-76.9% |