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 | $86,853 | $150,440-42.3% | $136,294-36.3% | $147,584-41.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.13% | 1049.08%-1037.9pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $9,879 | $5,256+88.0% | $4,695+110.4% | $4,876+102.6% |
| Participant deferral / active EE | $11,867 | $6,630+79.0% | $6,247+90.0% | $5,439+118.2% |
| Admin fee / account holder | $36,058 | $10,905+230.6% | $9,243+290.1% | $10,885+231.3% |