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 | $87,794 | $150,440-41.6% | $136,294-35.6% | $147,584-40.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,978 | $5,256-5.3% | $4,695+6.0% | $4,876+2.1% |
| Participant deferral / active EE | $12,689 | $6,630+91.4% | $6,247+103.1% | $5,439+133.3% |
| Admin fee / account holder | $2,273 | $10,905-79.2% | $9,243-75.4% | $10,885-79.1% |