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 | $46,637 | $150,440-69.0% | $136,294-65.8% | $147,584-68.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,298 | $5,256-56.3% | $4,695-51.1% | $4,876-52.9% |
| Participant deferral / active EE | $13,790 | $6,630+108.0% | $6,247+120.7% | $5,439+153.6% |
| Admin fee / account holder | $3,735 | $10,905-65.7% | $9,243-59.6% | $10,885-65.7% |