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 | $131,164 | $150,440-12.8% | $136,294-3.8% | $147,584-11.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.57% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,085 | $5,256-41.3% | $4,695-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $10,547 | $6,630+59.1% | $6,247+68.8% | $5,439+93.9% |
| Admin fee / account holder | $1,038 | $10,905-90.5% | $9,243-88.8% | $10,885-90.5% |