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 | $104,361 | $150,440-30.6% | $136,294-23.4% | $147,584-29.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,208 | $5,256-39.0% | $4,695-31.7% | $4,876-34.2% |
| Participant deferral / active EE | $6,317 | $6,630-4.7% | $6,247+1.1% | $5,439+16.2% |
| Admin fee / account holder | $2,179 | $10,905-80.0% | $9,243-76.4% | $10,885-80.0% |