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 | $107,935 | $150,440-28.3% | $136,294-20.8% | $147,584-26.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.68% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,057 | $5,256-79.9% | $4,695-77.5% | $4,876-78.3% |
| Participant deferral / active EE | $4,096 | $6,630-38.2% | $6,247-34.4% | $5,439-24.7% |
| Admin fee / account holder | $8,188 | $10,905-24.9% | $9,243-11.4% | $10,885-24.8% |