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 | $84,170 | $150,440-44.1% | $136,294-38.2% | $147,584-43.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.59% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,464 | $5,256-53.1% | $4,695-47.5% | $4,876-49.5% |
| Participant deferral / active EE | $5,761 | $6,630-13.1% | $6,247-7.8% | $5,439+5.9% |
| Admin fee / account holder | $3,821 | $10,905-65.0% | $9,243-58.7% | $10,885-64.9% |