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 | $51,441 | $150,440-65.8% | $136,294-62.3% | $147,584-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.11% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,778 | $5,256-47.1% | $4,695-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $6,292 | $6,630-5.1% | $6,247+0.7% | $5,439+15.7% |
| Admin fee / account holder | $2,322 | $10,905-78.7% | $9,243-74.9% | $10,885-78.7% |