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 | $74,251 | $150,440-50.6% | $136,294-45.5% | $147,584-49.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,863 | $5,256-26.5% | $4,695-17.7% | $4,876-20.8% |
| Participant deferral / active EE | $5,138 | $6,630-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $10,860 | $10,905-0.4% | $9,243+17.5% | $10,885-0.2% |