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 | $103,478 | $150,440-31.2% | $136,294-24.1% | $147,584-29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,087 | $5,256+53.9% | $4,695+72.2% | $4,876+65.8% |
| Participant deferral / active EE | $4,097 | $6,630-38.2% | $6,247-34.4% | $5,439-24.7% |
| Admin fee / account holder | $9,278 | $10,905-14.9% | $9,243+0.4% | $10,885-14.8% |