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 | $95,006 | $150,440-36.8% | $136,294-30.3% | $147,584-35.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $3,027 | $5,256-42.4% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $3,527 | $6,630-46.8% | $6,247-43.5% | $5,439-35.1% |
| Admin fee / account holder | $3,789 | $10,905-65.3% | $9,243-59.0% | $10,885-65.2% |