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 | $47,407 | $202,318-76.6% | $172,739-72.6% | $152,861-69.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 64.47% | 1029.65%-965.2pp | 802.84%-738.4pp | 345.32%-280.8pp |
| Employer contribution / active EE | $6,167 | $5,856+5.3% | $5,143+19.9% | $4,762+29.5% |
| Participant deferral / active EE | $5,071 | $5,948-14.7% | $5,198-2.4% | $5,850-13.3% |
| Admin fee / account holder | $3,178 | $17,109-81.4% | $13,954-77.2% | $11,596-72.6% |