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 | $49,782 | $150,440-66.9% | $136,294-63.5% | $147,584-66.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.92% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $8,966 | $5,256+70.6% | $4,695+91.0% | $4,876+83.9% |
| Participant deferral / active EE | $4,800 | $6,630-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $902 | $10,905-91.7% | $9,243-90.2% | $10,885-91.7% |