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 | $116,747 | $150,440-22.4% | $136,294-14.3% | $147,584-20.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.00% | 1049.08%-1038.1pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,064 | $5,256-41.7% | $4,695-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $10,026 | $6,630+51.2% | $6,247+60.5% | $5,439+84.3% |
| Admin fee / account holder | $32,445 | $10,905+197.5% | $9,243+251.0% | $10,885+198.1% |