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 | $52,053 | $150,440-65.4% | $136,294-61.8% | $147,584-64.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 38.11% | 1049.08%-1011.0pp | 5155.94%-5117.8pp | 578.55%-540.4pp |
| Employer contribution / active EE | $4,099 | $5,256-22.0% | $4,695-12.7% | $4,876-15.9% |
| Participant deferral / active EE | $7,474 | $6,630+12.7% | $6,247+19.6% | $5,439+37.4% |
| Admin fee / account holder | $811 | $10,905-92.6% | $9,243-91.2% | $10,885-92.5% |