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 | $110,877 | $150,440-26.3% | $136,294-18.6% | $147,584-24.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.29% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,905 | $5,256-25.7% | $4,695-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $7,174 | $6,630+8.2% | $6,247+14.8% | $5,439+31.9% |
| Admin fee / account holder | $618 | $10,905-94.3% | $9,243-93.3% | $10,885-94.3% |