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 | $146,915 | $171,865-14.5% | $149,718-1.9% | $147,584-0.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.54% | 2113.22%-2088.7pp | 1501.63%-1477.1pp | 578.55%-554.0pp |
| Employer contribution / active EE | $19,281 | $6,275+207.3% | $5,445+254.1% | $4,876+295.4% |
| Participant deferral / active EE | $10,650 | $7,271+46.5% | $6,569+62.1% | $5,439+95.8% |
| Admin fee / account holder | $5,162 | $13,799-62.6% | $11,283-54.2% | $10,885-52.6% |