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 | $43,351 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.34% | 1049.08%-1008.7pp | 5155.94%-5115.6pp | 578.55%-538.2pp |
| Employer contribution / active EE | $3,000 | $5,256-42.9% | $4,695-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $5,950 | $6,630-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $13,675 | $10,905+25.4% | $9,243+47.9% | $10,885+25.6% |