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 | $24,215 | $150,440-83.9% | $136,294-82.2% | $147,584-83.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 42.42% | 1049.08%-1006.7pp | 5155.94%-5113.5pp | 578.55%-536.1pp |
| Employer contribution / active EE | $3,556 | $5,256-32.4% | $4,695-24.3% | $4,876-27.1% |
| Participant deferral / active EE | $6,917 | $6,630+4.3% | $6,247+10.7% | $5,439+27.2% |
| Admin fee / account holder | $745 | $10,905-93.2% | $9,243-91.9% | $10,885-93.2% |