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 | $49,242 | $150,440-67.3% | $136,294-63.9% | $147,584-66.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.71% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $6,244 | $5,256+18.8% | $4,695+33.0% | $4,876+28.1% |
| Participant deferral / active EE | $5,531 | $6,630-16.6% | $6,247-11.5% | $5,439+1.7% |
| Admin fee / account holder | $1,350 | $10,905-87.6% | $9,243-85.4% | $10,885-87.6% |