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 | $110,703 | $150,440-26.4% | $136,294-18.8% | $147,584-25.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.71% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,107 | $5,256-59.9% | $4,695-55.1% | $4,876-56.8% |
| Participant deferral / active EE | $5,792 | $6,630-12.6% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $8,179 | $10,905-25.0% | $9,243-11.5% | $10,885-24.9% |