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 | $74,962 | $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 | 16.22% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,502 | $5,256-71.4% | $4,695-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $4,760 | $6,630-28.2% | $6,247-23.8% | $5,439-12.5% |
| Admin fee / account holder | $770 | $10,905-92.9% | $9,243-91.7% | $10,885-92.9% |