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 | $74,904 | $150,440-50.2% | $136,294-45.0% | $147,584-49.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.33% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,156 | $5,256-78.0% | $4,695-75.4% | $4,876-76.3% |
| Participant deferral / active EE | $6,486 | $6,630-2.2% | $6,247+3.8% | $5,439+19.2% |
| Admin fee / account holder | $2,168 | $10,905-80.1% | $9,243-76.5% | $10,885-80.1% |