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 8-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 | $40,180 | $150,440-73.3% | $136,294-70.5% | $147,584-72.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.65% | 1049.08%-1038.4pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,057 | $5,256-79.9% | $4,695-77.5% | $4,876-78.3% |
| Participant deferral / active EE | $2,392 | $6,630-63.9% | $6,247-61.7% | $5,439-56.0% |
| Admin fee / account holder | $837 | $10,905-92.3% | $9,243-90.9% | $10,885-92.3% |