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 | $34,591 | $150,440-77.0% | $136,294-74.6% | $147,584-76.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.28% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,010 | $5,256-61.8% | $4,695-57.2% | $4,876-58.8% |
| Participant deferral / active EE | $13,280 | $6,630+100.3% | $6,247+112.6% | $5,439+144.2% |
| Admin fee / account holder | $445 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |