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 | $45,785 | $150,440-69.6% | $136,294-66.4% | $147,584-69.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.41% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,073 | $5,256-41.5% | $4,695-34.5% | $4,876-37.0% |
| Participant deferral / active EE | $8,409 | $6,630+26.8% | $6,247+34.6% | $5,439+54.6% |
| Admin fee / account holder | $4,193 | $10,905-61.5% | $9,243-54.6% | $10,885-61.5% |