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 | $121,795 | $150,440-19.0% | $136,294-10.6% | $147,584-17.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.07% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $5,981 | $5,256+13.8% | $4,695+27.4% | $4,876+22.7% |
| Participant deferral / active EE | $8,813 | $6,630+32.9% | $6,247+41.1% | $5,439+62.1% |
| Admin fee / account holder | $4,033 | $10,905-63.0% | $9,243-56.4% | $10,885-63.0% |