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 | $69,895 | $150,440-53.5% | $136,294-48.7% | $147,584-52.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $4,288 | $6,630-35.3% | $6,247-31.4% | $5,439-21.2% |
| Admin fee / account holder | $1,158 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |