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 | $135,830 | $150,440-9.7% | $136,294-0.3% | $147,584-8.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,608 | $5,256-31.4% | $4,695-23.2% | $4,876-26.0% |
| Participant deferral / active EE | $6,368 | $6,630-4.0% | $6,247+1.9% | $5,439+17.1% |
| Admin fee / account holder | $7,955 | $10,905-27.1% | $9,243-13.9% | $10,885-26.9% |