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 | $81,124 | $150,440-46.1% | $136,294-40.5% | $147,584-45.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.71% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $9,615 | $5,256+82.9% | $4,695+104.8% | $4,876+97.2% |
| Participant deferral / active EE | $9,010 | $6,630+35.9% | $6,247+44.2% | $5,439+65.7% |
| Admin fee / account holder | $518 | $10,905-95.3% | $9,243-94.4% | $10,885-95.2% |