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 | $24,855 | $150,440-83.5% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,028 | $5,256-80.4% | $4,695-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $9,886 | $6,630+49.1% | $6,247+58.3% | $5,439+81.8% |
| Admin fee / account holder | $13,398 | $10,905+22.9% | $9,243+44.9% | $10,885+23.1% |