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 | $104,580 | $102,604+1.9% | $86,188+21.3% | $139,434-25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.87% | 1922.51%-1909.6pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,551 | $3,032-15.9% | $2,380+7.2% | $4,751-46.3% |
| Participant deferral / active EE | $3,021 | $4,676-35.4% | $3,985-24.2% | $6,710-55.0% |
| Admin fee / account holder | $2,256 | $8,657-73.9% | $6,852-67.1% | $11,403-80.2% |