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 | $93,243 | $150,440-38.0% | $136,294-31.6% | $147,584-36.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.98% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,606 | $5,256-69.4% | $4,695-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $9,903 | $6,630+49.4% | $6,247+58.5% | $5,439+82.1% |
| Admin fee / account holder | $1,588 | $10,905-85.4% | $9,243-82.8% | $10,885-85.4% |