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 | $116,938 | $150,440-22.3% | $136,294-14.2% | $147,584-20.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,193 | $5,256-39.2% | $4,695-32.0% | $4,876-34.5% |
| Participant deferral / active EE | $7,529 | $6,630+13.5% | $6,247+20.5% | $5,439+38.4% |
| Admin fee / account holder | $326 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |