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 | $89,566 | $150,440-40.5% | $136,294-34.3% | $147,584-39.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.43% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,445 | $5,256-15.4% | $4,695-5.3% | $4,876-8.9% |
| Participant deferral / active EE | $12,020 | $6,630+81.3% | $6,247+92.4% | $5,439+121.0% |
| Admin fee / account holder | $3,460 | $10,905-68.3% | $9,243-62.6% | $10,885-68.2% |