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 | $28,791 | $150,440-80.9% | $136,294-78.9% | $147,584-80.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.35% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $21,080 | $5,256+301.1% | $4,695+348.9% | $4,876+332.3% |
| Participant deferral / active EE | $6,933 | $6,630+4.6% | $6,247+11.0% | $5,439+27.5% |
| Admin fee / account holder | $5,820 | $10,905-46.6% | $9,243-37.0% | $10,885-46.5% |