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 5-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 | $124,385 | $150,440-17.3% | $136,294-8.7% | $147,584-15.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.49% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,144 | $5,256-59.2% | $4,695-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $7,605 | $6,630+14.7% | $6,247+21.7% | $5,439+39.8% |
| Admin fee / account holder | $111,807 | $10,905+925.3% | $9,243+1109.6% | $10,885+927.1% |