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 | $99,769 | $150,440-33.7% | $136,294-26.8% | $147,584-32.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.30% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $48,173 | $5,256+816.5% | $4,695+925.9% | $4,876+887.9% |
| Participant deferral / active EE | $35,446 | $6,630+434.6% | $6,247+467.4% | $5,439+551.7% |
| Admin fee / account holder | $60,639 | $10,905+456.0% | $9,243+556.0% | $10,885+457.1% |