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 | $78,351 | $150,440-47.9% | $136,294-42.5% | $147,584-46.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.82% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,085 | $5,256-22.3% | $4,695-13.0% | $4,876-16.2% |
| Participant deferral / active EE | $9,815 | $6,630+48.0% | $6,247+57.1% | $5,439+80.5% |
| Admin fee / account holder | $2,365 | $10,905-78.3% | $9,243-74.4% | $10,885-78.3% |