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 | $31,184 | $150,440-79.3% | $136,294-77.1% | $147,584-78.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.23% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $7,332 | $5,256+39.5% | $4,695+56.1% | $4,876+50.3% |
| Participant deferral / active EE | $13,057 | $6,630+96.9% | $6,247+109.0% | $5,439+140.1% |
| Admin fee / account holder | $922 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |