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 | $48,057 | $150,440-68.1% | $136,294-64.7% | $147,584-67.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.80% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,539 | $5,256-51.7% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $5,608 | $6,630-15.4% | $6,247-10.2% | $5,439+3.1% |
| Admin fee / account holder | $1,134 | $10,905-89.6% | $9,243-87.7% | $10,885-89.6% |