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 | $99,818 | $150,440-33.6% | $136,294-26.8% | $147,584-32.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.34% | 1049.08%-1035.7pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,600 | $5,256+6.5% | $4,695+19.3% | $4,876+14.8% |
| Participant deferral / active EE | $2,400 | $6,630-63.8% | $6,247-61.6% | $5,439-55.9% |
| Admin fee / account holder | $729 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |