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 | $108,059 | $150,440-28.2% | $136,294-20.7% | $147,584-26.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.17% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $3,523 | $5,256-33.0% | $4,695-25.0% | $4,876-27.8% |
| Participant deferral / active EE | $16,764 | $6,630+152.8% | $6,247+168.3% | $5,439+208.2% |
| Admin fee / account holder | $1,373 | $10,905-87.4% | $9,243-85.1% | $10,885-87.4% |