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 | $97,284 | $97,757-0.5% | $83,848+16.0% | $135,375-28.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 67.91% | 1287.37%-1219.5pp | 850.88%-783.0pp | 519.73%-451.8pp |
| Employer contribution / active EE | $2,659 | $4,222-37.0% | $3,631-26.8% | $4,779-44.4% |
| Participant deferral / active EE | $6,986 | $4,682+49.2% | $4,082+71.2% | $5,609+24.6% |
| Admin fee / account holder | $39,197 | $6,674+487.3% | $5,478+615.5% | $10,827+262.0% |