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 | $113,805 | $150,440-24.4% | $136,294-16.5% | $147,584-22.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.84% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,919 | $5,256-25.4% | $4,695-16.5% | $4,876-19.6% |
| Participant deferral / active EE | $6,728 | $6,630+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $17,934 | $10,905+64.5% | $9,243+94.0% | $10,885+64.8% |