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 | $98,521 | $150,440-34.5% | $136,294-27.7% | $147,584-33.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.83% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,332 | $5,256-36.6% | $4,695-29.0% | $4,876-31.7% |
| Participant deferral / active EE | $5,617 | $6,630-15.3% | $6,247-10.1% | $5,439+3.3% |
| Admin fee / account holder | $3,544 | $10,905-67.5% | $9,243-61.7% | $10,885-67.4% |