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 | $68,034 | $150,440-54.8% | $136,294-50.1% | $147,584-53.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.06% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $10,188 | $5,256+93.8% | $4,695+117.0% | $4,876+108.9% |
| Participant deferral / active EE | $12,057 | $6,630+81.8% | $6,247+93.0% | $5,439+121.7% |
| Admin fee / account holder | $1,695 | $10,905-84.5% | $9,243-81.7% | $10,885-84.4% |