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 | $82,087 | $150,440-45.4% | $136,294-39.8% | $147,584-44.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.20% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,861 | $5,256-26.5% | $4,695-17.8% | $4,876-20.8% |
| Participant deferral / active EE | $5,612 | $6,630-15.4% | $6,247-10.2% | $5,439+3.2% |
| Admin fee / account holder | $9,914 | $10,905-9.1% | $9,243+7.3% | $10,885-8.9% |