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 | $97,781 | $150,440-35.0% | $136,294-28.3% | $147,584-33.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.26% | 1049.08%-1037.8pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $11,208 | $5,256+113.2% | $4,695+138.7% | $4,876+129.8% |
| Participant deferral / active EE | $13,979 | $6,630+110.8% | $6,247+123.8% | $5,439+157.0% |
| Admin fee / account holder | $3,174 | $10,905-70.9% | $9,243-65.7% | $10,885-70.8% |