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 | $87,821 | $99,020-11.3% | $86,590+1.4% | $147,584-40.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.50% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $6,586 | $3,132+110.3% | $2,839+131.9% | $4,876+35.1% |
| Participant deferral / active EE | $2,611 | $3,972-34.3% | $3,609-27.6% | $5,439-52.0% |
| Admin fee / account holder | $2,221 | $5,710-61.1% | $4,906-54.7% | $10,885-79.6% |