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 | $59,569 | $109,817-45.8% | $98,442-39.5% | $167,490-64.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 36.92% | 1956.69%-1919.8pp | 1492.73%-1455.8pp | 478.56%-441.6pp |
| Employer contribution / active EE | $4,901 | $3,224+52.0% | $2,960+65.6% | $4,837+1.3% |
| Participant deferral / active EE | $7,492 | $4,673+60.3% | $4,276+75.2% | $6,341+18.1% |
| Admin fee / account holder | $31,091 | $6,753+360.4% | $5,949+422.6% | $12,309+152.6% |