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 | $37,921 | $150,440-74.8% | $136,294-72.2% | $147,584-74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.17% | 1049.08%-1022.9pp | 5155.94%-5129.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,777 | $5,256-47.2% | $4,695-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $8,992 | $6,630+35.6% | $6,247+43.9% | $5,439+65.3% |
| Admin fee / account holder | $10,273 | $10,905-5.8% | $9,243+11.1% | $10,885-5.6% |