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 | $44,925 | $150,440-70.1% | $136,294-67.0% | $147,584-69.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.50% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,780 | $5,256+10.0% | $4,695+23.1% | $4,876+18.5% |
| Participant deferral / active EE | $6,464 | $6,630-2.5% | $6,247+3.5% | $5,439+18.9% |
| Admin fee / account holder | $9,256 | $10,905-15.1% | $9,243+0.1% | $10,885-15.0% |