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 | $127,355 | $150,440-15.3% | $136,294-6.6% | $147,584-13.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.03% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,121 | $5,256-21.6% | $4,695-12.2% | $4,876-15.5% |
| Participant deferral / active EE | $10,174 | $6,630+53.4% | $6,247+62.9% | $5,439+87.1% |
| Admin fee / account holder | $50,337 | $10,905+361.6% | $9,243+444.6% | $10,885+362.4% |