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 | $119,623 | $150,440-20.5% | $136,294-12.2% | $147,584-18.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.01% | 1049.08%-1023.1pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $8,201 | $5,256+56.0% | $4,695+74.6% | $4,876+68.2% |
| Participant deferral / active EE | $4,222 | $6,630-36.3% | $6,247-32.4% | $5,439-22.4% |
| Admin fee / account holder | $20,173 | $10,905+85.0% | $9,243+118.2% | $10,885+85.3% |