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 | $64,371 | $150,440-57.2% | $136,294-52.8% | $147,584-56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 64.35% | 1049.08%-984.7pp | 5155.94%-5091.6pp | 578.55%-514.2pp |
| Employer contribution / active EE | $6,332 | $5,256+20.5% | $4,695+34.8% | $4,876+29.8% |
| Participant deferral / active EE | $4,426 | $6,630-33.3% | $6,247-29.2% | $5,439-18.6% |
| Admin fee / account holder | $810 | $10,905-92.6% | $9,243-91.2% | $10,885-92.6% |