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 | $80,608 | $150,440-46.4% | $136,294-40.9% | $147,584-45.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.00% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,923 | $5,256+31.7% | $4,695+47.4% | $4,876+42.0% |
| Participant deferral / active EE | $5,822 | $6,630-12.2% | $6,247-6.8% | $5,439+7.1% |
| Admin fee / account holder | $797 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |