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 | $40,053 | $150,440-73.4% | $136,294-70.6% | $147,584-72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.08% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $14,018 | $5,256+166.7% | $4,695+198.5% | $4,876+187.5% |
| Participant deferral / active EE | $5,616 | $6,630-15.3% | $6,247-10.1% | $5,439+3.3% |
| Admin fee / account holder | $526 | $10,905-95.2% | $9,243-94.3% | $10,885-95.2% |