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 | $124,790 | $150,440-17.0% | $136,294-8.4% | $147,584-15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.56% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,783 | $5,256-9.0% | $4,695+1.9% | $4,876-1.9% |
| Participant deferral / active EE | $6,835 | $6,630+3.1% | $6,247+9.4% | $5,439+25.7% |
| Admin fee / account holder | $438 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |