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 | $113,905 | $150,440-24.3% | $136,294-16.4% | $147,584-22.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.99% | 1049.08%-1017.1pp | 5155.94%-5123.9pp | 578.55%-546.6pp |
| Employer contribution / active EE | $7,861 | $5,256+49.6% | $4,695+67.4% | $4,876+61.2% |
| Participant deferral / active EE | $6,987 | $6,630+5.4% | $6,247+11.8% | $5,439+28.5% |
| Admin fee / account holder | $2,047 | $10,905-81.2% | $9,243-77.9% | $10,885-81.2% |