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 | $26,924 | $150,440-82.1% | $136,294-80.2% | $147,584-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.67% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,247 | $5,256-38.2% | $4,695-30.8% | $4,876-33.4% |
| Participant deferral / active EE | $6,772 | $6,630+2.1% | $6,247+8.4% | $5,439+24.5% |
| Admin fee / account holder | $1,683 | $10,905-84.6% | $9,243-81.8% | $10,885-84.5% |