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 | $51,240 | $150,440-65.9% | $136,294-62.4% | $147,584-65.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.22% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,000 | $5,256-61.9% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $7,060 | $6,630+6.5% | $6,247+13.0% | $5,439+29.8% |
| Admin fee / account holder | $3,313 | $10,905-69.6% | $9,243-64.2% | $10,885-69.6% |