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 | $55,441 | $180,449-69.3% | $154,107-64.0% | $135,375-59.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 100.44% | 888.09%-787.6pp | 735.12%-634.7pp | 519.73%-419.3pp |
| Employer contribution / active EE | $3,796 | $6,035-37.1% | $5,298-28.3% | $4,779-20.6% |
| Participant deferral / active EE | $4,149 | $5,806-28.5% | $5,081-18.3% | $5,609-26.0% |
| Admin fee / account holder | $614 | $16,143-96.2% | $13,411-95.4% | $10,827-94.3% |