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 | $65,077 | $150,440-56.7% | $136,294-52.3% | $147,584-55.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 43.01% | 1049.08%-1006.1pp | 5155.94%-5112.9pp | 578.55%-535.5pp |
| Employer contribution / active EE | $3,466 | $5,256-34.1% | $4,695-26.2% | $4,876-28.9% |
| Participant deferral / active EE | $8,495 | $6,630+28.1% | $6,247+36.0% | $5,439+56.2% |
| Admin fee / account holder | $6,657 | $10,905-39.0% | $9,243-28.0% | $10,885-38.8% |