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 | $83,926 | $150,440-44.2% | $136,294-38.4% | $147,584-43.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.76% | 1049.08%-1027.3pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,482 | $5,256-52.8% | $4,695-47.1% | $4,876-49.1% |
| Participant deferral / active EE | $6,414 | $6,630-3.3% | $6,247+2.7% | $5,439+17.9% |
| Admin fee / account holder | $3,302 | $10,905-69.7% | $9,243-64.3% | $10,885-69.7% |