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 | $29,953 | $150,440-80.1% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.27% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,216 | $5,256-38.8% | $4,695-31.5% | $4,876-34.1% |
| Participant deferral / active EE | $9,554 | $6,630+44.1% | $6,247+52.9% | $5,439+75.7% |
| Admin fee / account holder | $737 | $10,905-93.2% | $9,243-92.0% | $10,885-93.2% |