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 | $90,853 | $150,440-39.6% | $136,294-33.3% | $147,584-38.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.91% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $20,118 | $5,256+282.8% | $4,695+328.5% | $4,876+312.6% |
| Participant deferral / active EE | $4,526 | $6,630-31.7% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $2,449 | $10,905-77.5% | $9,243-73.5% | $10,885-77.5% |