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 | $37,863 | $150,440-74.8% | $136,294-72.2% | $147,584-74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.70% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,452 | $5,256-15.3% | $4,695-5.2% | $4,876-8.7% |
| Participant deferral / active EE | $5,435 | $6,630-18.0% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $352 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |