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 | $123,770 | $150,440-17.7% | $136,294-9.2% | $147,584-16.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.24% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,795 | $5,256-65.9% | $4,695-61.8% | $4,876-63.2% |
| Participant deferral / active EE | $8,448 | $6,630+27.4% | $6,247+35.2% | $5,439+55.3% |
| Admin fee / account holder | $9,016 | $10,905-17.3% | $9,243-2.5% | $10,885-17.2% |