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 4-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 | $58,528 | $150,440-61.1% | $136,294-57.1% | $147,584-60.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.68% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $8,207 | $5,256+56.1% | $4,695+74.8% | $4,876+68.3% |
| Participant deferral / active EE | $5,952 | $6,630-10.2% | $6,247-4.7% | $5,439+9.4% |
| Admin fee / account holder | $2,561 | $10,905-76.5% | $9,243-72.3% | $10,885-76.5% |