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 | $156,518 | $150,440+4.0% | $136,294+14.8% | $147,584+6.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.07% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,397 | $5,256-35.4% | $4,695-27.7% | $4,876-30.3% |
| Participant deferral / active EE | $5,286 | $6,630-20.3% | $6,247-15.4% | $5,439-2.8% |
| Admin fee / account holder | $4,728 | $10,905-56.6% | $9,243-48.8% | $10,885-56.6% |