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 | $86,051 | $150,440-42.8% | $136,294-36.9% | $147,584-41.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.89% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,420 | $5,256+3.1% | $4,695+15.4% | $4,876+11.2% |
| Participant deferral / active EE | $10,164 | $6,630+53.3% | $6,247+62.7% | $5,439+86.9% |
| Admin fee / account holder | $1,926 | $10,905-82.3% | $9,243-79.2% | $10,885-82.3% |