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 | $55,614 | $150,440-63.0% | $136,294-59.2% | $147,584-62.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.21% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,959 | $5,256-43.7% | $4,695-37.0% | $4,876-39.3% |
| Participant deferral / active EE | $5,660 | $6,630-14.6% | $6,247-9.4% | $5,439+4.1% |
| Admin fee / account holder | $6,811 | $10,905-37.5% | $9,243-26.3% | $10,885-37.4% |