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 | $51,226 | $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 | 10.44% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,874 | $5,256-45.3% | $4,695-38.8% | $4,876-41.1% |
| Participant deferral / active EE | $3,473 | $6,630-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $11,423 | $10,905+4.8% | $9,243+23.6% | $10,885+4.9% |