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 | $72,178 | $150,440-52.0% | $136,294-47.0% | $147,584-51.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.47% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,161 | $5,256-58.9% | $4,695-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $11,077 | $6,630+67.1% | $6,247+77.3% | $5,439+103.7% |
| Admin fee / account holder | $2,955 | $10,905-72.9% | $9,243-68.0% | $10,885-72.9% |