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 | $141,398 | $150,440-6.0% | $136,294+3.7% | $147,584-4.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.68% | 1049.08%-1038.4pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $13,137 | $5,256+149.9% | $4,695+179.8% | $4,876+169.4% |
| Participant deferral / active EE | $8,377 | $6,630+26.3% | $6,247+34.1% | $5,439+54.0% |
| Admin fee / account holder | $18,489 | $10,905+69.5% | $9,243+100.0% | $10,885+69.9% |