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 | $123,289 | $171,865-28.3% | $149,718-17.7% | $147,584-16.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.28% | 2113.22%-2087.9pp | 1501.63%-1476.4pp | 578.55%-553.3pp |
| Employer contribution / active EE | $20,125 | $6,275+220.7% | $5,445+269.6% | $4,876+312.7% |
| Participant deferral / active EE | $10,948 | $7,271+50.6% | $6,569+66.7% | $5,439+101.3% |
| Admin fee / account holder | $666 | $13,799-95.2% | $11,283-94.1% | $10,885-93.9% |