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 | $103,031 | $150,440-31.5% | $136,294-24.4% | $147,584-30.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.62% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,086 | $5,256-41.3% | $4,695-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $7,924 | $6,630+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $2,069 | $10,905-81.0% | $9,243-77.6% | $10,885-81.0% |