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 | $70,256 | $150,440-53.3% | $136,294-48.5% | $147,584-52.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.83% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,185 | $5,256-1.4% | $4,695+10.4% | $4,876+6.3% |
| Participant deferral / active EE | $7,976 | $6,630+20.3% | $6,247+27.7% | $5,439+46.6% |
| Admin fee / account holder | $499 | $10,905-95.4% | $9,243-94.6% | $10,885-95.4% |