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 9-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 | $47,322 | $150,440-68.5% | $136,294-65.3% | $147,584-67.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.66% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,894 | $5,256-44.9% | $4,695-38.4% | $4,876-40.6% |
| Participant deferral / active EE | $4,157 | $6,630-37.3% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $2,514 | $10,905-77.0% | $9,243-72.8% | $10,885-76.9% |