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 | $82,242 | $150,440-45.3% | $136,294-39.7% | $147,584-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.55% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,022 | $5,256-42.5% | $4,695-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $13,241 | $6,630+99.7% | $6,247+112.0% | $5,439+143.5% |
| Admin fee / account holder | $1,049 | $10,905-90.4% | $9,243-88.7% | $10,885-90.4% |