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 | $53,820 | $150,440-64.2% | $136,294-60.5% | $147,584-63.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,887 | $5,256+31.0% | $4,695+46.7% | $4,876+41.2% |
| Participant deferral / active EE | $6,908 | $6,630+4.2% | $6,247+10.6% | $5,439+27.0% |
| Admin fee / account holder | $994 | $10,905-90.9% | $9,243-89.2% | $10,885-90.9% |