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 | $38,994 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.75% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,948 | $5,256-43.9% | $4,695-37.2% | $4,876-39.5% |
| Participant deferral / active EE | $6,521 | $6,630-1.7% | $6,247+4.4% | $5,439+19.9% |
| Admin fee / account holder | $977 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |