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 | $48,780 | $150,440-67.6% | $136,294-64.2% | $147,584-66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.17% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,789 | $5,256-46.9% | $4,695-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $19,175 | $6,630+189.2% | $6,247+206.9% | $5,439+252.6% |
| Admin fee / account holder | $11,160 | $10,905+2.3% | $9,243+20.7% | $10,885+2.5% |