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 | $81,583 | $150,440-45.8% | $136,294-40.1% | $147,584-44.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.76% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $5,281 | $5,256+0.5% | $4,695+12.5% | $4,876+8.3% |
| Participant deferral / active EE | $17,153 | $6,630+158.7% | $6,247+174.6% | $5,439+215.4% |
| Admin fee / account holder | $7,941 | $10,905-27.2% | $9,243-14.1% | $10,885-27.0% |