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 | $103,796 | $150,440-31.0% | $136,294-23.8% | $147,584-29.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.96% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,211 | $5,256-38.9% | $4,695-31.6% | $4,876-34.2% |
| Participant deferral / active EE | $7,467 | $6,630+12.6% | $6,247+19.5% | $5,439+37.3% |
| Admin fee / account holder | $71,600 | $10,905+556.6% | $9,243+674.6% | $10,885+557.8% |