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 | $52,570 | $150,440-65.1% | $136,294-61.4% | $147,584-64.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.32% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,093 | $5,256-41.2% | $4,695-34.1% | $4,876-36.6% |
| Participant deferral / active EE | $9,280 | $6,630+40.0% | $6,247+48.6% | $5,439+70.6% |
| Admin fee / account holder | $1,067 | $10,905-90.2% | $9,243-88.5% | $10,885-90.2% |