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 | $61,851 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.93% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,507 | $5,256-71.3% | $4,695-67.9% | $4,876-69.1% |
| Participant deferral / active EE | $3,491 | $6,630-47.3% | $6,247-44.1% | $5,439-35.8% |
| Admin fee / account holder | $4,475 | $10,905-59.0% | $9,243-51.6% | $10,885-58.9% |