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 | $46,738 | $150,440-68.9% | $136,294-65.7% | $147,584-68.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,752 | $5,256-47.6% | $4,695-41.4% | $4,876-43.6% |
| Participant deferral / active EE | $8,073 | $6,630+21.8% | $6,247+29.2% | $5,439+48.4% |
| Admin fee / account holder | $469 | $10,905-95.7% | $9,243-94.9% | $10,885-95.7% |