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 | $138,491 | $150,440-7.9% | $136,294+1.6% | $147,584-6.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.85% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,409 | $5,256-35.1% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $4,467 | $6,630-32.6% | $6,247-28.5% | $5,439-17.9% |
| Admin fee / account holder | $790 | $10,905-92.8% | $9,243-91.5% | $10,885-92.7% |