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 | $96,225 | $150,440-36.0% | $136,294-29.4% | $147,584-34.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.77% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,836 | $5,256-65.1% | $4,695-60.9% | $4,876-62.4% |
| Participant deferral / active EE | $9,032 | $6,630+36.2% | $6,247+44.6% | $5,439+66.1% |
| Admin fee / account holder | $1,025 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |