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 | $92,295 | $150,440-38.7% | $136,294-32.3% | $147,584-37.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.42% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $8,394 | $5,256+59.7% | $4,695+78.8% | $4,876+72.1% |
| Participant deferral / active EE | $9,986 | $6,630+50.6% | $6,247+59.9% | $5,439+83.6% |
| Admin fee / account holder | $267,079 | $10,905+2349.1% | $9,243+2789.4% | $10,885+2353.6% |