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 | $163,343 | $150,440+8.6% | $136,294+19.8% | $147,584+10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.21% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $4,947 | $5,256-5.9% | $4,695+5.4% | $4,876+1.4% |
| Participant deferral / active EE | $6,017 | $6,630-9.3% | $6,247-3.7% | $5,439+10.6% |
| Admin fee / account holder | $1,157 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |