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 | $34,417 | $150,440-77.1% | $136,294-74.7% | $147,584-76.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.57% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,493 | $5,256-71.6% | $4,695-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $5,429 | $6,630-18.1% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $1,776 | $10,905-83.7% | $9,243-80.8% | $10,885-83.7% |