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 | $43,562 | $150,440-71.0% | $136,294-68.0% | $147,584-70.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.99% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,398 | $5,256-35.3% | $4,695-27.6% | $4,876-30.3% |
| Participant deferral / active EE | $4,716 | $6,630-28.9% | $6,247-24.5% | $5,439-13.3% |
| Admin fee / account holder | $754 | $10,905-93.1% | $9,243-91.8% | $10,885-93.1% |