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 | $69,636 | $150,440-53.7% | $136,294-48.9% | $147,584-52.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.06% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,396 | $5,256-54.4% | $4,695-49.0% | $4,876-50.9% |
| Participant deferral / active EE | $4,341 | $6,630-34.5% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $5,393 | $10,905-50.5% | $9,243-41.7% | $10,885-50.5% |