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 | $48,216 | $150,440-68.0% | $136,294-64.6% | $147,584-67.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 71.67% | 1049.08%-977.4pp | 5155.94%-5084.3pp | 578.55%-506.9pp |
| Employer contribution / active EE | $2,574 | $5,256-51.0% | $4,695-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $4,364 | $6,630-34.2% | $6,247-30.1% | $5,439-19.8% |
| Admin fee / account holder | $902 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |