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 | $155,355 | $171,865-9.6% | $149,718+3.8% | $147,584+5.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.55% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $13,826 | $6,275+120.3% | $5,445+153.9% | $4,876+183.5% |
| Participant deferral / active EE | $13,760 | $7,271+89.2% | $6,569+109.5% | $5,439+153.0% |
| Admin fee / account holder | $493 | $13,799-96.4% | $11,283-95.6% | $10,885-95.5% |