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 | $97,987 | $150,440-34.9% | $136,294-28.1% | $147,584-33.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.92% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,650 | $5,256-49.6% | $4,695-43.6% | $4,876-45.7% |
| Participant deferral / active EE | $5,504 | $6,630-17.0% | $6,247-11.9% | $5,439+1.2% |
| Admin fee / account holder | $812 | $10,905-92.6% | $9,243-91.2% | $10,885-92.5% |