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 | $40,682 | $150,440-73.0% | $136,294-70.2% | $147,584-72.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.33% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $9,003 | $5,256+71.3% | $4,695+91.7% | $4,876+84.6% |
| Participant deferral / active EE | $6,193 | $6,630-6.6% | $6,247-0.9% | $5,439+13.9% |
| Admin fee / account holder | $464 | $10,905-95.7% | $9,243-95.0% | $10,885-95.7% |