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 | $50,272 | $150,440-66.6% | $136,294-63.1% | $147,584-65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.47% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,049 | $5,256-80.0% | $4,695-77.7% | $4,876-78.5% |
| Participant deferral / active EE | $3,662 | $6,630-44.8% | $6,247-41.4% | $5,439-32.7% |
| Admin fee / account holder | $34,290 | $10,905+214.4% | $9,243+271.0% | $10,885+215.0% |