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 | $56,425 | $150,440-62.5% | $136,294-58.6% | $147,584-61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.45% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,285 | $5,256-18.5% | $4,695-8.7% | $4,876-12.1% |
| Participant deferral / active EE | $9,303 | $6,630+40.3% | $6,247+48.9% | $5,439+71.1% |
| Admin fee / account holder | $1,697 | $10,905-84.4% | $9,243-81.6% | $10,885-84.4% |