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 | $104,116 | $150,440-30.8% | $136,294-23.6% | $147,584-29.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.22% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,541 | $5,256-70.7% | $4,695-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $3,673 | $6,630-44.6% | $6,247-41.2% | $5,439-32.5% |
| Admin fee / account holder | $53,487 | $10,905+390.5% | $9,243+478.6% | $10,885+391.4% |