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 | $136,284 | $150,440-9.4% | $136,2940% | $147,584-7.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.66% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $18,552 | $5,256+253.0% | $4,695+295.1% | $4,876+280.4% |
| Participant deferral / active EE | $14,611 | $6,630+120.4% | $6,247+133.9% | $5,439+168.7% |
| Admin fee / account holder | $1,976 | $10,905-81.9% | $9,243-78.6% | $10,885-81.8% |