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 | $51,589 | $150,440-65.7% | $136,294-62.1% | $147,584-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.89% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $8,438 | $5,256+60.5% | $4,695+79.7% | $4,876+73.0% |
| Participant deferral / active EE | $8,780 | $6,630+32.4% | $6,247+40.5% | $5,439+61.4% |
| Admin fee / account holder | $20,850 | $10,905+91.2% | $9,243+125.6% | $10,885+91.5% |