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 | $74,792 | $150,440-50.3% | $136,294-45.1% | $147,584-49.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.82% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,695+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $11,342 | $6,630+71.1% | $6,247+81.6% | $5,439+108.5% |
| Admin fee / account holder | $10,957 | $10,905+0.5% | $9,243+18.5% | $10,885+0.7% |