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 | $130,385 | $150,440-13.3% | $136,294-4.3% | $147,584-11.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.85% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $7,799 | $5,256+48.4% | $4,695+66.1% | $4,876+59.9% |
| Participant deferral / active EE | $4,592 | $6,630-30.7% | $6,247-26.5% | $5,439-15.6% |
| Admin fee / account holder | $6,426 | $10,905-41.1% | $9,243-30.5% | $10,885-41.0% |