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 | $51,608 | $150,440-65.7% | $136,294-62.1% | $147,584-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.49% | 1049.08%-1024.6pp | 5155.94%-5131.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $2,911 | $5,256-44.6% | $4,695-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $14,115 | $6,630+112.9% | $6,247+125.9% | $5,439+159.5% |
| Admin fee / account holder | $4,916 | $10,905-54.9% | $9,243-46.8% | $10,885-54.8% |