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 | $78,936 | $150,440-47.5% | $136,294-42.1% | $147,584-46.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,379 | $5,256-16.7% | $4,695-6.7% | $4,876-10.2% |
| Participant deferral / active EE | $13,528 | $6,630+104.0% | $6,247+116.5% | $5,439+148.7% |
| Admin fee / account holder | $2,496 | $10,905-77.1% | $9,243-73.0% | $10,885-77.1% |