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 | $148,254 | $171,865-13.7% | $149,718-1.0% | $147,584+0.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.40% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $8,008 | $6,275+27.6% | $5,445+47.1% | $4,876+64.2% |
| Participant deferral / active EE | $20,245 | $7,271+178.4% | $6,569+208.2% | $5,439+272.2% |
| Admin fee / account holder | $10,935 | $13,799-20.8% | $11,283-3.1% | $10,885+0.5% |