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 | $106,761 | $150,440-29.0% | $136,294-21.7% | $147,584-27.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,311 | $5,256-56.0% | $4,695-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $4,585 | $6,630-30.9% | $6,247-26.6% | $5,439-15.7% |
| Admin fee / account holder | $28,925 | $10,905+165.2% | $9,243+212.9% | $10,885+165.7% |