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 | $128,161 | $150,440-14.8% | $136,294-6.0% | $147,584-13.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.83% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $10,853 | $5,256+106.5% | $4,695+131.1% | $4,876+122.6% |
| Participant deferral / active EE | $10,792 | $6,630+62.8% | $6,247+72.8% | $5,439+98.4% |
| Admin fee / account holder | $5,787 | $10,905-46.9% | $9,243-37.4% | $10,885-46.8% |