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 | $56,105 | $150,440-62.7% | $136,294-58.8% | $147,584-62.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.69% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $5,720 | $5,256+8.8% | $4,695+21.8% | $4,876+17.3% |
| Participant deferral / active EE | $15,490 | $6,630+133.6% | $6,247+147.9% | $5,439+184.8% |
| Admin fee / account holder | $384 | $10,905-96.5% | $9,243-95.8% | $10,885-96.5% |