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 | $70,425 | $150,440-53.2% | $136,294-48.3% | $147,584-52.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.53% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,167 | $5,256-58.8% | $4,695-53.8% | $4,876-55.6% |
| Participant deferral / active EE | $4,375 | $6,630-34.0% | $6,247-30.0% | $5,439-19.5% |
| Admin fee / account holder | $7,684 | $10,905-29.5% | $9,243-16.9% | $10,885-29.4% |