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 | $79,928 | $150,440-46.9% | $136,294-41.4% | $147,584-45.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.41% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,238 | $5,256-38.4% | $4,695-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $5,747 | $6,630-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $2,997 | $10,905-72.5% | $9,243-67.6% | $10,885-72.5% |