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 | $146,131 | $171,865-15.0% | $149,718-2.4% | $147,584-1.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.29% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $20,015 | $6,275+219.0% | $5,445+267.6% | $4,876+310.5% |
| Participant deferral / active EE | $17,440 | $7,271+139.9% | $6,569+165.5% | $5,439+220.7% |
| Admin fee / account holder | $21,089 | $13,799+52.8% | $11,283+86.9% | $10,885+93.7% |