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 | $138,008 | $150,440-8.3% | $136,294+1.3% | $147,584-6.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.78% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,527 | $5,256-71.0% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $7,227 | $6,630+9.0% | $6,247+15.7% | $5,439+32.9% |
| Admin fee / account holder | $2,172 | $10,905-80.1% | $9,243-76.5% | $10,885-80.0% |