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 | $48,833 | $150,440-67.5% | $136,294-64.2% | $147,584-66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.73% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,472 | $5,256-14.9% | $4,695-4.8% | $4,876-8.3% |
| Participant deferral / active EE | $7,083 | $6,630+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | $352 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |