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 | $27,055 | $150,440-82.0% | $136,294-80.1% | $147,584-81.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.46% | 1049.08%-1020.6pp | 5155.94%-5127.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $2,412 | $5,256-54.1% | $4,695-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $6,890 | $6,630+3.9% | $6,247+10.3% | $5,439+26.7% |
| Admin fee / account holder | $2,541 | $10,905-76.7% | $9,243-72.5% | $10,885-76.7% |