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 | $40,590 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.50% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $14,927 | $5,256+184.0% | $4,695+217.9% | $4,876+206.1% |
| Participant deferral / active EE | $10,845 | $6,630+63.6% | $6,247+73.6% | $5,439+99.4% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.5% | $10,885-96.1% |