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 | $126,586 | $102,604+23.4% | $86,188+46.9% | $139,434-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.80% | 1922.51%-1913.7pp | 1168.45%-1159.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $6,992 | $3,032+130.6% | $2,380+193.8% | $4,751+47.2% |
| Participant deferral / active EE | $1,374 | $4,676-70.6% | $3,985-65.5% | $6,710-79.5% |
| Admin fee / account holder | $3,575 | $8,657-58.7% | $6,852-47.8% | $11,403-68.6% |