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 | $48,432 | $150,440-67.8% | $136,294-64.5% | $147,584-67.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.03% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,838 | $5,256-27.0% | $4,695-18.3% | $4,876-21.3% |
| Participant deferral / active EE | $12,456 | $6,630+87.9% | $6,247+99.4% | $5,439+129.0% |
| Admin fee / account holder | $39,265 | $10,905+260.0% | $9,243+324.8% | $10,885+260.7% |