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 | $35,407 | $150,440-76.5% | $136,294-74.0% | $147,584-76.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.66% | 1049.08%-1014.4pp | 5155.94%-5121.3pp | 578.55%-543.9pp |
| Employer contribution / active EE | $17,657 | $5,256+235.9% | $4,695+276.1% | $4,876+262.1% |
| Participant deferral / active EE | $6,316 | $6,630-4.7% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $30,263 | $10,905+177.5% | $9,243+227.4% | $10,885+178.0% |