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 | $73,604 | $150,440-51.1% | $136,294-46.0% | $147,584-50.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.58% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $7,045 | $5,256+34.0% | $4,695+50.0% | $4,876+44.5% |
| Participant deferral / active EE | $9,523 | $6,630+43.6% | $6,247+52.4% | $5,439+75.1% |
| Admin fee / account holder | $12,271 | $10,905+12.5% | $9,243+32.8% | $10,885+12.7% |