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 | $121,863 | $150,440-19.0% | $136,294-10.6% | $147,584-17.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.77% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,676 | $5,256-49.1% | $4,695-43.0% | $4,876-45.1% |
| Participant deferral / active EE | $6,413 | $6,630-3.3% | $6,247+2.7% | $5,439+17.9% |
| Admin fee / account holder | $7,000 | $10,905-35.8% | $9,243-24.3% | $10,885-35.7% |