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 | $146,595 | $150,440-2.6% | $136,294+7.6% | $147,584-0.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.07% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $21,829 | $5,256+315.3% | $4,695+364.9% | $4,876+347.7% |
| Participant deferral / active EE | $9,948 | $6,630+50.0% | $6,247+59.2% | $5,439+82.9% |
| Admin fee / account holder | $18,668 | $10,905+71.2% | $9,243+102.0% | $10,885+71.5% |