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 | $25,030 | $150,440-83.4% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.07% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,462 | $5,256+22.9% | $4,695+37.6% | $4,876+32.5% |
| Participant deferral / active EE | $11,183 | $6,630+68.7% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $1,359 | $10,905-87.5% | $9,243-85.3% | $10,885-87.5% |