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 | $94,096 | $150,440-37.5% | $136,294-31.0% | $147,584-36.2% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 33.80% | 1049.08%-1015.3pp | 5155.94%-5122.1pp | 578.55%-544.7pp |
| Employer contribution / active EE | $9,826 | $5,256+86.9% | $4,695+109.3% | $4,876+101.5% |
| Participant deferral / active EE | $5,041 | $6,630-24.0% | $6,247-19.3% | $5,439-7.3% |
| Admin fee / account holder | $6,853 | $10,905-37.2% | $9,243-25.9% | $10,885-37.0% |