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 | $52,093 | $150,440-65.4% | $136,294-61.8% | $147,584-64.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.30% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,043 | $5,256-61.1% | $4,695-56.5% | $4,876-58.1% |
| Participant deferral / active EE | $4,668 | $6,630-29.6% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $3,712 | $10,905-66.0% | $9,243-59.8% | $10,885-65.9% |