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 | $35,821 | $150,440-76.2% | $136,294-73.7% | $147,584-75.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.79% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,352 | $5,256-55.3% | $4,695-49.9% | $4,876-51.8% |
| Participant deferral / active EE | $3,684 | $6,630-44.4% | $6,247-41.0% | $5,439-32.3% |
| Admin fee / account holder | $10,341 | $10,905-5.2% | $9,243+11.9% | $10,885-5.0% |