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 | $76,723 | $150,440-49.0% | $136,294-43.7% | $147,584-48.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.27% | 1049.08%-1023.8pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $946 | $5,256-82.0% | $4,695-79.9% | $4,876-80.6% |
| Participant deferral / active EE | $5,803 | $6,630-12.5% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $2,603 | $10,905-76.1% | $9,243-71.8% | $10,885-76.1% |