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 | $29,067 | $150,440-80.7% | $136,294-78.7% | $147,584-80.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.16% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $5,350 | $5,256+1.8% | $4,695+13.9% | $4,876+9.7% |
| Participant deferral / active EE | $11,104 | $6,630+67.5% | $6,247+77.7% | $5,439+104.2% |
| Admin fee / account holder | $5,238 | $10,905-52.0% | $9,243-43.3% | $10,885-51.9% |