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 | $60,484 | $150,440-59.8% | $136,294-55.6% | $147,584-59.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.37% | 1049.08%-1018.7pp | 5155.94%-5125.6pp | 578.55%-548.2pp |
| Employer contribution / active EE | $6,135 | $5,256+16.7% | $4,695+30.7% | $4,876+25.8% |
| Participant deferral / active EE | $18,022 | $6,630+171.8% | $6,247+188.5% | $5,439+231.4% |
| Admin fee / account holder | $5,349 | $10,905-50.9% | $9,243-42.1% | $10,885-50.9% |