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 | $130,204 | $150,440-13.5% | $136,294-4.5% | $147,584-11.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.95% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,997 | $5,256+14.1% | $4,695+27.7% | $4,876+23.0% |
| Participant deferral / active EE | $6,861 | $6,630+3.5% | $6,247+9.8% | $5,439+26.2% |
| Admin fee / account holder | $10,847 | $10,905-0.5% | $9,243+17.3% | $10,885-0.4% |