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 | $126,141 | $150,440-16.2% | $136,294-7.4% | $147,584-14.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.19% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,468 | $5,256-15.0% | $4,695-4.8% | $4,876-8.4% |
| Participant deferral / active EE | $5,071 | $6,630-23.5% | $6,247-18.8% | $5,439-6.8% |
| Admin fee / account holder | $17,353 | $10,905+59.1% | $9,243+87.7% | $10,885+59.4% |