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 | $159,940 | $150,440+6.3% | $136,294+17.3% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.88% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,034 | $5,256-42.3% | $4,695-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $8,483 | $6,630+27.9% | $6,247+35.8% | $5,439+56.0% |
| Admin fee / account holder | $16,610 | $10,905+52.3% | $9,243+79.7% | $10,885+52.6% |