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 | $127,452 | $156,846-18.7% | $121,098+5.2% | $139,434-8.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 1474.56%-1459.6pp | 985.75%-970.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,416 | $5,536-38.3% | $4,164-18.0% | $4,751-28.1% |
| Participant deferral / active EE | $10,745 | $4,844+121.8% | $4,080+163.4% | $6,710+60.1% |
| Admin fee / account holder | $6,602 | $6,946-5.0% | $5,644+17.0% | $11,403-42.1% |