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 | $144,126 | $171,865-16.1% | $149,718-3.7% | $147,584-2.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.57% | 2113.22%-2094.6pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $10,388 | $6,275+65.5% | $5,445+90.8% | $4,876+113.0% |
| Participant deferral / active EE | $10,848 | $7,271+49.2% | $6,569+65.1% | $5,439+99.5% |
| Admin fee / account holder | $536 | $13,799-96.1% | $11,283-95.3% | $10,885-95.1% |