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 | $88,190 | $150,440-41.4% | $136,294-35.3% | $147,584-40.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,922 | $5,256-63.4% | $4,695-59.1% | $4,876-60.6% |
| Participant deferral / active EE | $6,150 | $6,630-7.2% | $6,247-1.6% | $5,439+13.1% |
| Admin fee / account holder | $9,161 | $10,905-16.0% | $9,243-0.9% | $10,885-15.8% |