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 | $81,900 | $150,440-45.6% | $136,294-39.9% | $147,584-44.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.28% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $977 | $5,256-81.4% | $4,695-79.2% | $4,876-80.0% |
| Participant deferral / active EE | $7,270 | $6,630+9.7% | $6,247+16.4% | $5,439+33.7% |
| Admin fee / account holder | $1,175 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |