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 | $120,349 | $150,440-20.0% | $136,294-11.7% | $147,584-18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.66% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,647 | $5,256-30.6% | $4,695-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $4,571 | $6,630-31.1% | $6,247-26.8% | $5,439-16.0% |
| Admin fee / account holder | $4,082 | $10,905-62.6% | $9,243-55.8% | $10,885-62.5% |