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 | $97,830 | $150,440-35.0% | $136,294-28.2% | $147,584-33.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.56% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $16,211 | $5,256+208.4% | $4,695+245.2% | $4,876+232.4% |
| Participant deferral / active EE | $9,788 | $6,630+47.6% | $6,247+56.7% | $5,439+80.0% |
| Admin fee / account holder | $2,952 | $10,905-72.9% | $9,243-68.1% | $10,885-72.9% |