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 | $149,237 | $150,440-0.8% | $136,294+9.5% | $147,584+1.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.28% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,284 | $5,256-75.6% | $4,695-72.6% | $4,876-73.7% |
| Participant deferral / active EE | $16,618 | $6,630+150.6% | $6,247+166.0% | $5,439+205.6% |
| Admin fee / account holder | $19,741 | $10,905+81.0% | $9,243+113.6% | $10,885+81.4% |