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 | $123,177 | $150,440-18.1% | $136,294-9.6% | $147,584-16.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.03% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,284 | $5,256-37.5% | $4,695-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $8,055 | $6,630+21.5% | $6,247+28.9% | $5,439+48.1% |
| Admin fee / account holder | $2,701 | $10,905-75.2% | $9,243-70.8% | $10,885-75.2% |