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 | $110,524 | $109,817+0.6% | $98,442+12.3% | $167,490-34.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.80% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $7,095 | $3,224+120.1% | $2,960+139.7% | $4,837+46.7% |
| Participant deferral / active EE | $5,093 | $4,673+9.0% | $4,276+19.1% | $6,341-19.7% |
| Admin fee / account holder | $2,503 | $6,753-62.9% | $5,949-57.9% | $12,309-79.7% |