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 9-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 | $127,746 | $150,440-15.1% | $136,294-6.3% | $147,584-13.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,986 | $5,256-43.2% | $4,695-36.4% | $4,876-38.8% |
| Participant deferral / active EE | $5,970 | $6,630-10.0% | $6,247-4.4% | $5,439+9.8% |
| Admin fee / account holder | $1,028 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |