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 | $54,361 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.94% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $5,457 | $5,256+3.8% | $4,695+16.2% | $4,876+11.9% |
| Participant deferral / active EE | $3,140 | $6,630-52.6% | $6,247-49.7% | $5,439-42.3% |
| Admin fee / account holder | $746 | $10,905-93.2% | $9,243-91.9% | $10,885-93.1% |