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 | $26,995 | $150,440-82.1% | $136,294-80.2% | $147,584-81.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.50% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,060 | $5,256-22.7% | $4,695-13.5% | $4,876-16.7% |
| Participant deferral / active EE | $2,172 | $6,630-67.2% | $6,247-65.2% | $5,439-60.1% |
| Admin fee / account holder | $925 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |