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 | $27,294 | $150,440-81.9% | $136,294-80.0% | $147,584-81.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,036 | $5,256-4.2% | $4,695+7.3% | $4,876+3.3% |
| Participant deferral / active EE | $16,453 | $6,630+148.1% | $6,247+163.4% | $5,439+202.5% |
| Admin fee / account holder | $15,053 | $10,905+38.0% | $9,243+62.9% | $10,885+38.3% |