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 | $57,225 | $150,440-62.0% | $136,294-58.0% | $147,584-61.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.07% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $5,197 | $5,256-1.1% | $4,695+10.7% | $4,876+6.6% |
| Participant deferral / active EE | $5,225 | $6,630-21.2% | $6,247-16.4% | $5,439-3.9% |
| Admin fee / account holder | $692 | $10,905-93.7% | $9,243-92.5% | $10,885-93.6% |