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 | $36,238 | $150,440-75.9% | $136,294-73.4% | $147,584-75.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.51% | 1049.08%-1038.6pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,580 | $5,256-50.9% | $4,695-45.1% | $4,876-47.1% |
| Participant deferral / active EE | $10,035 | $6,630+51.3% | $6,247+60.6% | $5,439+84.5% |
| Admin fee / account holder | $1,415 | $10,905-87.0% | $9,243-84.7% | $10,885-87.0% |