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 | $86,764 | $150,440-42.3% | $136,294-36.3% | $147,584-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.28% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $9,814 | $5,256+86.7% | $4,695+109.0% | $4,876+101.3% |
| Participant deferral / active EE | $7,856 | $6,630+18.5% | $6,247+25.8% | $5,439+44.4% |
| Admin fee / account holder | $2,678 | $10,905-75.4% | $9,243-71.0% | $10,885-75.4% |