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 | $68,607 | $150,440-54.4% | $136,294-49.7% | $147,584-53.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.67% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,483 | $5,256-52.8% | $4,695-47.1% | $4,876-49.1% |
| Participant deferral / active EE | $3,569 | $6,630-46.2% | $6,247-42.9% | $5,439-34.4% |
| Admin fee / account holder | $464 | $10,905-95.7% | $9,243-95.0% | $10,885-95.7% |