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 | $114,613 | $150,440-23.8% | $136,294-15.9% | $147,584-22.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.59% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $8,028 | $5,256+52.7% | $4,695+71.0% | $4,876+64.6% |
| Participant deferral / active EE | $14,733 | $6,630+122.2% | $6,247+135.8% | $5,439+170.9% |
| Admin fee / account holder | $4,054 | $10,905-62.8% | $9,243-56.1% | $10,885-62.8% |