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 | $97,670 | $150,440-35.1% | $136,294-28.3% | $147,584-33.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.91% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,232 | $5,256-38.5% | $4,695-31.2% | $4,876-33.7% |
| Participant deferral / active EE | $5,229 | $6,630-21.1% | $6,247-16.3% | $5,439-3.8% |
| Admin fee / account holder | $4,742 | $10,905-56.5% | $9,243-48.7% | $10,885-56.4% |