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 | $108,710 | $150,440-27.7% | $136,294-20.2% | $147,584-26.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.65% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,951 | $5,256-43.9% | $4,695-37.2% | $4,876-39.5% |
| Participant deferral / active EE | $7,566 | $6,630+14.1% | $6,247+21.1% | $5,439+39.1% |
| Admin fee / account holder | $20,269 | $10,905+85.9% | $9,243+119.3% | $10,885+86.2% |