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 | $32,489 | $150,440-78.4% | $136,294-76.2% | $147,584-78.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.09% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,609 | $5,256-12.3% | $4,695-1.8% | $4,876-5.5% |
| Participant deferral / active EE | $6,335 | $6,630-4.5% | $6,247+1.4% | $5,439+16.5% |
| Admin fee / account holder | $4,256 | $10,905-61.0% | $9,243-54.0% | $10,885-60.9% |