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 | $128,974 | $150,440-14.3% | $136,294-5.4% | $147,584-12.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,460 | $5,256-72.2% | $4,695-68.9% | $4,876-70.1% |
| Participant deferral / active EE | $3,104 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $2,346 | $10,905-78.5% | $9,243-74.6% | $10,885-78.4% |