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 | $55,221 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.64% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,295 | $5,256-56.3% | $4,695-51.1% | $4,876-52.9% |
| Participant deferral / active EE | $2,315 | $6,630-65.1% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $11,179 | $10,905+2.5% | $9,243+20.9% | $10,885+2.7% |