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 | $27,892 | $150,440-81.5% | $136,294-79.5% | $147,584-81.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 56.69% | 1049.08%-992.4pp | 5155.94%-5099.2pp | 578.55%-521.9pp |
| Employer contribution / active EE | $5,428 | $5,256+3.3% | $4,695+15.6% | $4,876+11.3% |
| Participant deferral / active EE | $3,924 | $6,630-40.8% | $6,247-37.2% | $5,439-27.9% |
| Admin fee / account holder | $1,435 | $10,905-86.8% | $9,243-84.5% | $10,885-86.8% |