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 | $154,705 | $150,440+2.8% | $136,294+13.5% | $147,584+4.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.78% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $4,545 | $5,256-13.5% | $4,695-3.2% | $4,876-6.8% |
| Participant deferral / active EE | $27,750 | $6,630+318.5% | $6,247+344.2% | $5,439+410.2% |
| Admin fee / account holder | $39,877 | $10,905+265.7% | $9,243+331.4% | $10,885+266.3% |