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 | $133,937 | $150,440-11.0% | $136,294-1.7% | $147,584-9.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,551 | $5,256-51.5% | $4,695-45.7% | $4,876-47.7% |
| Participant deferral / active EE | $7,983 | $6,630+20.4% | $6,247+27.8% | $5,439+46.8% |
| Admin fee / account holder | $3,289 | $10,905-69.8% | $9,243-64.4% | $10,885-69.8% |