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 | $128,706 | $102,604+25.4% | $86,188+49.3% | $139,434-7.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.14% | 1922.51%-1913.4pp | 1168.45%-1159.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,525 | $3,032-49.7% | $2,380-35.9% | $4,751-67.9% |
| Participant deferral / active EE | $3,750 | $4,676-19.8% | $3,985-5.9% | $6,710-44.1% |
| Admin fee / account holder | $1,726 | $8,657-80.1% | $6,852-74.8% | $11,403-84.9% |