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 | $109,901 | $150,440-26.9% | $136,294-19.4% | $147,584-25.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.17% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,542 | $5,256-51.6% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $7,784 | $6,630+17.4% | $6,247+24.6% | $5,439+43.1% |
| Admin fee / account holder | $489 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |