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 | $60,003 | $150,440-60.1% | $136,294-56.0% | $147,584-59.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.61% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,245 | $5,256-38.3% | $4,695-30.9% | $4,876-33.5% |
| Participant deferral / active EE | $5,569 | $6,630-16.0% | $6,247-10.9% | $5,439+2.4% |
| Admin fee / account holder | $642 | $10,905-94.1% | $9,243-93.1% | $10,885-94.1% |